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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,818 | $81,233-42.4% | $155,567-69.9% | $80,874-42.1% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 17.84% | 33.33%-15.5pp | 64.74%-46.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,757 | $3,101-43.3% | $4,674-62.4% | $2,756-36.2% |
| Participant deferral / active EE | $5,174 | $3,452+49.9% | $5,628-8.1% | $4,297+20.4% |
| Admin fee / account holder | $3,591 | $7,998-55.1% | $15,916-77.4% | $6,935-48.2% |