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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 | $44,654 | $135,956-67.2% | $123,894-64.0% | $273,972-83.7% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 12.52% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,134 | $5,170-58.7% | $4,617-53.8% | $4,869-56.2% |
| Participant deferral / active EE | $5,364 | $6,343-15.4% | $5,984-10.4% | $5,287+1.5% |
| Admin fee / account holder | $658 | $9,817-93.3% | $8,357-92.1% | $10,133-93.5% |