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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 | $49,543 | $91,559-45.9% | $133,978-63.0% | $79,856-38.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 18.03% | 61.85%-43.8pp | 45.10%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $806 | $2,384-66.2% | $3,919-79.4% | $2,471-67.4% |
| Participant deferral / active EE | $3,114 | $3,734-16.6% | $5,047-38.3% | $3,741-16.8% |
| Admin fee / account holder | $6,095 | $6,321-3.6% | $8,930-31.7% | $5,306+14.9% |