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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 | $48,364 | $157,829-69.4% | $136,867-64.7% | $198,609-75.6% |
| Participation rate | 61.5% | 77.2%-15.6pp | 74.5%-13.0pp | 82.4%-20.8pp |
| Annual return | 17.51% | 51.25%-33.7pp | 42.97%-25.5pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,267 | $3,923-42.2% | $3,547-36.1% | $5,055-55.2% |
| Participant deferral / active EE | $3,170 | $5,463-42.0% | $4,924-35.6% | $6,977-54.6% |
| Admin fee / account holder | $375 | $11,107-96.6% | $10,340-96.4% | $19,030-98.0% |