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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 | $46,161 | $93,598-50.7% | $135,974-66.1% | $75,173-38.6% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 21.62% | 30.89%-9.3pp | 68.30%-46.7pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,148 | $3,538-39.3% | $4,859-55.8% | $2,671-19.6% |
| Participant deferral / active EE | $6,767 | $6,405+5.6% | $7,760-12.8% | $4,126+64.0% |
| Admin fee / account holder | $1,991 | $6,978-71.5% | $10,767-81.5% | $5,651-64.8% |