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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 | $46,659 | $108,825-57.1% | $156,181-70.1% | $82,448-43.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 19.09% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,642 | $2,870-7.9% | $4,294-38.5% | $2,551+3.6% |
| Participant deferral / active EE | $5,915 | $4,577+29.2% | $6,132-3.5% | $4,139+42.9% |
| Admin fee / account holder | $10,180 | $9,341+9.0% | $14,586-30.2% | $7,234+40.7% |