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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 | $47,869 | $123,000-61.1% | $105,582-54.7% | $198,609-75.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 71.8%-11.8pp | 82.4%-22.4pp |
| Annual return | 7.49% | 18.31%-10.8pp | 18.61%-11.1pp | 202.70%-195.2pp |
| Employer contribution / active EE | $2,052 | $3,582-42.7% | $2,984-31.2% | $5,055-59.4% |
| Participant deferral / active EE | $2,953 | $5,013-41.1% | $4,353-32.2% | $6,977-57.7% |
| Admin fee / account holder | $840 | $16,254-94.8% | $12,856-93.5% | $19,030-95.6% |