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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 | $48,628 | $89,259-45.5% | $107,187-54.6% | $82,637-41.2% |
| Participation rate | 63.4% | 67.9%-4.5pp | 75.0%-11.6pp | 68.1%-4.6pp |
| Annual return | 18.07% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,086 | $3,080-64.7% | $3,782-71.3% | $2,552-57.4% |
| Participant deferral / active EE | $5,262 | $4,037+30.3% | $5,096+3.2% | $4,126+27.5% |
| Admin fee / account holder | $843 | $7,381-88.6% | $9,162-90.8% | $7,339-88.5% |