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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 | $48,153 | $181,062-73.4% | $158,223-69.6% | $155,188-69.0% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 19.26% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,878 | $4,565-36.9% | $4,109-29.9% | $4,248-32.2% |
| Participant deferral / active EE | $6,883 | $6,134+12.2% | $5,467+25.9% | $6,531+5.4% |
| Admin fee / account holder | $4,213 | $18,825-77.6% | $16,047-73.7% | $14,480-70.9% |