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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 | $45,478 | $78,707-42.2% | $117,861-61.4% | $70,126-35.1% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 22.20% | 23.30%-1.1pp | 335.11%-312.9pp | 73.15%-50.9pp |
| Employer contribution / active EE | $2,266 | $2,223+1.9% | $3,786-40.1% | $2,343-3.2% |
| Participant deferral / active EE | $4,851 | $3,297+47.1% | $4,482+8.2% | $3,332+45.6% |
| Admin fee / account holder | $764 | $5,066-84.9% | $8,021-90.5% | $4,645-83.6% |