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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 | $46,719 | $152,460-69.4% | $118,746-60.7% | $147,586-68.3% |
| Participation rate | 68.2% | 82.3%-14.1pp | 78.3%-10.1pp | 82.8%-14.6pp |
| Annual return | 25.36% | 17.41%+7.9pp | 24.54%+0.8pp | 578.59%-553.2pp |
| Employer contribution / active EE | $2,029 | $5,046-59.8% | $4,193-51.6% | $4,876-58.4% |
| Participant deferral / active EE | $3,094 | $6,212-50.2% | $5,332-42.0% | $5,439-43.1% |
| Admin fee / account holder | $865 | $16,953-94.9% | $10,720-91.9% | $10,886-92.1% |