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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 | $47,573 | $94,031-49.4% | $115,768-58.9% | $82,448-42.3% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.4%-9.7pp | 68.1%-3.4pp |
| Annual return | 17.96% | 20.61%-2.6pp | 100.46%-82.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,052 | $2,323-11.7% | $2,940-30.2% | $2,551-19.5% |
| Participant deferral / active EE | $2,327 | $3,972-41.4% | $4,917-52.7% | $4,139-43.8% |
| Admin fee / account holder | $827 | $10,249-91.9% | $12,439-93.4% | $7,234-88.6% |