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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 | $46,608 | $68,878-32.3% | $120,574-61.3% | $80,935-42.4% |
| Participation rate | 63.3% | 61.7%+1.7pp | 71.9%-8.6pp | 67.7%-4.3pp |
| Annual return | 13.63% | 23.67%-10.0pp | 107.42%-93.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,208 | $2,065+6.9% | $3,471-36.4% | $2,757-19.9% |
| Participant deferral / active EE | $4,152 | $3,189+30.2% | $4,996-16.9% | $4,299-3.4% |
| Admin fee / account holder | $418 | $5,782-92.8% | $9,445-95.6% | $6,924-94.0% |