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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 | $44,805 | $76,407-41.4% | $150,298-70.2% | $82,448-45.7% |
| Participation rate | 64.0% | 66.4%-2.4pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 13.47% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,454 | $2,614-44.4% | $4,154-65.0% | $2,551-43.0% |
| Participant deferral / active EE | $4,311 | $3,214+34.1% | $5,453-20.9% | $4,139+4.1% |
| Admin fee / account holder | $1,933 | $6,352-69.6% | $14,116-86.3% | $7,234-73.3% |