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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 | $48,926 | $69,977-30.1% | $108,582-54.9% | $62,881-22.2% |
| Participation rate | 63.0% | 72.9%-9.9pp | 79.6%-16.6pp | 69.3%-6.3pp |
| Annual return | 7.83% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,245 | $2,135+5.2% | $3,758-40.3% | $2,281-1.6% |
| Participant deferral / active EE | $4,874 | $3,165+54.0% | $4,311+13.1% | $3,203+52.2% |
| Admin fee / account holder | $1,236 | $5,076-75.6% | $7,645-83.8% | $4,296-71.2% |