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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 | $47,054 | $58,851-20.0% | $115,170-59.1% | $72,975-35.5% |
| Participation rate | 60.2% | 65.5%-5.3pp | 75.9%-15.7pp | 69.5%-9.3pp |
| Annual return | 20.25% | 23.16%-2.9pp | 35.60%-15.4pp | 81.01%-60.8pp |
| Employer contribution / active EE | $935 | $1,798-48.0% | $3,179-70.6% | $2,440-61.7% |
| Participant deferral / active EE | $1,870 | $2,643-29.2% | $4,169-55.1% | $3,608-48.2% |
| Admin fee / account holder | $4,524 | $6,370-29.0% | $7,089-36.2% | $5,124-11.7% |