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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 | $46,945 | $78,423-40.1% | $95,964-51.1% | $79,856-41.2% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 20.50% | 19.37%+1.1pp | 91.64%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,547 | $1,945-20.5% | $2,541-39.1% | $2,471-37.4% |
| Participant deferral / active EE | $4,602 | $3,440+33.8% | $4,167+10.4% | $3,741+23.0% |
| Admin fee / account holder | $515 | $5,622-90.8% | $6,797-92.4% | $5,306-90.3% |