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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 | $48,305 | $182,442-73.5% | $163,379-70.4% | $138,895-65.2% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 18.44% | 72.74%-54.3pp | 63.41%-45.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,357 | $4,159-67.4% | $3,752-63.8% | $4,194-67.6% |
| Participant deferral / active EE | $4,256 | $6,817-37.6% | $6,282-32.2% | $6,396-33.5% |
| Admin fee / account holder | $4,351 | $10,396-58.1% | $9,818-55.7% | $12,562-65.4% |