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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 | $49,087 | $139,948-64.9% | $121,663-59.7% | $154,746-68.3% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 22.17% | 230.52%-208.3pp | 147.54%-125.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,495 | $3,521-57.5% | $3,020-50.5% | $4,379-65.9% |
| Participant deferral / active EE | $7,999 | $5,629+42.1% | $4,887+63.7% | $6,730+18.8% |
| Admin fee / account holder | $2,393 | $17,321-86.2% | $14,289-83.3% | $14,365-83.3% |