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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 | $49,630 | $115,225-56.9% | $100,712-50.7% | $138,895-64.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 11.56% | 40.35%-28.8pp | 33.27%-21.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,026 | $2,771-26.9% | $2,313-12.4% | $4,194-51.7% |
| Participant deferral / active EE | $4,180 | $4,699-11.0% | $4,085+2.3% | $6,396-34.6% |
| Admin fee / account holder | $3,057 | $10,844-71.8% | $9,256-67.0% | $12,562-75.7% |