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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 | $49,347 | $104,664-52.9% | $85,693-42.4% | $167,518-70.5% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 15.97% | 21.45%-5.5pp | 21.49%-5.5pp | 478.71%-462.7pp |
| Employer contribution / active EE | $2,011 | $3,337-39.7% | $2,618-23.2% | $4,838-58.4% |
| Participant deferral / active EE | $4,036 | $4,824-16.4% | $3,923+2.9% | $6,342-36.4% |
| Admin fee / account holder | $698 | $10,032-93.0% | $6,874-89.8% | $12,312-94.3% |