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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 | $47,056 | $93,589-49.7% | $135,942-65.4% | $75,181-37.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $2,530 | $3,537-28.5% | $4,858-47.9% | $2,671-5.3% |
| Participant deferral / active EE | $6,628 | $6,405+3.5% | $7,759-14.6% | $4,126+60.6% |
| Admin fee / account holder | $1,785 | $6,977-74.4% | $10,764-83.4% | $5,650-68.4% |