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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 | $64,663 | $108,825-40.6% | $156,181-58.6% | $82,448-21.6% |
| Participation rate | 49.1% | 72.4%-23.3pp | 78.8%-29.8pp | 68.1%-19.0pp |
| Annual return | 15.64% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,974 | $2,870-31.2% | $4,294-54.0% | $2,551-22.6% |
| Participant deferral / active EE | $4,786 | $4,577+4.6% | $6,132-22.0% | $4,139+15.6% |
| Admin fee / account holder | $24,901 | $9,341+166.6% | $14,586+70.7% | $7,234+244.2% |