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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 | $46,603 | $110,410-57.8% | $102,437-54.5% | $145,897-68.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 17.53% | 24.85%-7.3pp | 24.95%-7.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,961 | $4,217-53.5% | $3,871-49.3% | $4,663-58.0% |
| Participant deferral / active EE | $5,844 | $5,622+4.0% | $5,060+15.5% | $6,689-12.6% |
| Admin fee / account holder | $7,878 | $9,745-19.2% | $8,388-6.1% | $13,390-41.2% |