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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 | $46,319 | $99,875-53.6% | $146,866-68.5% | $86,983-46.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.5%-0.3pp |
| Annual return | 21.37% | 28.10%-6.7pp | 102.85%-81.5pp | 25.83%-4.5pp |
| Employer contribution / active EE | $2,226 | $3,224-31.0% | $4,425-49.7% | $2,584-13.9% |
| Participant deferral / active EE | $4,959 | $6,322-21.6% | $7,759-36.1% | $4,194+18.2% |
| Admin fee / account holder | $315 | $7,838-96.0% | $13,620-97.7% | $7,856-96.0% |