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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 | $47,694 | $72,486-34.2% | $87,103-45.2% | $72,976-34.6% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-59.0pp |
| Employer contribution / active EE | $4,563 | $1,894+140.9% | $2,521+81.0% | $2,440+87.0% |
| Participant deferral / active EE | $2,930 | $3,270-10.4% | $4,049-27.6% | $3,608-18.8% |
| Admin fee / account holder | $3,848 | $5,055-23.9% | $7,491-48.6% | $5,124-24.9% |