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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 | $48,449 | $76,552-36.7% | $123,893-60.9% | $62,891-23.0% |
| Participation rate | 64.6% | 73.0%-8.4pp | 81.4%-16.8pp | 69.3%-4.7pp |
| Annual return | 12.53% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,917 | $2,883-33.5% | $4,617-58.5% | $2,281-16.0% |
| Participant deferral / active EE | $4,362 | $4,840-9.9% | $5,984-27.1% | $3,203+36.2% |
| Admin fee / account holder | $3,254 | $4,826-32.6% | $8,357-61.1% | $4,296-24.2% |