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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 | $47,408 | $93,617-49.4% | $135,982-65.1% | $75,177-36.9% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 18.85% | 30.89%-12.0pp | 68.32%-49.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $2,615 | $3,538-26.1% | $4,859-46.2% | $2,671-2.1% |
| Participant deferral / active EE | $4,282 | $6,406-33.2% | $7,760-44.8% | $4,126+3.8% |
| Admin fee / account holder | $3,167 | $6,980-54.6% | $10,767-70.6% | $5,651-44.0% |