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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 | $44,873 | $116,203-61.4% | $93,621-52.1% | $152,909-70.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 17.35% | 35.96%-18.6pp | 32.76%-15.4pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,183 | $3,219-32.2% | $2,719-19.7% | $4,764-54.2% |
| Participant deferral / active EE | $4,467 | $4,605-3.0% | $4,070+9.8% | $5,851-23.7% |
| Admin fee / account holder | $4,435 | $10,751-58.7% | $7,890-43.8% | $11,601-61.8% |