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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 | $48,947 | $99,875-51.0% | $146,866-66.7% | $86,983-43.7% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.5%-7.3pp |
| Annual return | 17.17% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $3,233 | $3,224+0.3% | $4,425-26.9% | $2,584+25.1% |
| Participant deferral / active EE | $4,839 | $6,322-23.5% | $7,759-37.6% | $4,194+15.4% |
| Admin fee / account holder | $660 | $7,838-91.6% | $13,620-95.2% | $7,856-91.6% |