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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 | $49,300 | $72,273-31.8% | $101,275-51.3% | $79,856-38.3% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 18.75% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,976 | $2,691-26.6% | $3,660-46.0% | $2,471-20.0% |
| Participant deferral / active EE | $3,453 | $3,282+5.2% | $4,371-21.0% | $3,741-7.7% |
| Admin fee / account holder | $7,211 | $4,401+63.8% | $5,948+21.2% | $5,306+35.9% |