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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 | $47,010 | $60,442-22.2% | $96,754-51.4% | $87,485-46.3% |
| Participation rate | 46.9% | 58.7%-11.8pp | 70.3%-23.4pp | 68.9%-22.1pp |
| Annual return | 19.92% | 21.97%-2.1pp | 82.04%-62.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,729 | $1,691+2.2% | $2,679-35.5% | $2,596-33.4% |
| Participant deferral / active EE | $3,973 | $3,280+21.1% | $4,758-16.5% | $4,274-7.0% |
| Admin fee / account holder | $7,813 | $5,069+54.1% | $8,905-12.3% | $7,775+0.5% |