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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 | $48,472 | $124,330-61.0% | $109,173-55.6% | $167,536-71.1% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 17.31% | 26.04%-8.7pp | 25.75%-8.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,500 | $4,209-40.6% | $3,723-32.8% | $4,839-48.3% |
| Participant deferral / active EE | $7,460 | $5,256+41.9% | $4,654+60.3% | $6,342+17.6% |
| Admin fee / account holder | $2,441 | $7,974-69.4% | $6,755-63.9% | $12,315-80.2% |