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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 | $49,297 | $107,421-54.1% | $182,262-73.0% | $94,015-47.6% |
| Participation rate | 64.0% | 77.8%-13.8pp | 84.2%-20.2pp | 70.8%-6.8pp |
| Annual return | 17.71% | 21.32%-3.6pp | 140.60%-122.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $2,074 | $3,448-39.9% | $5,046-58.9% | $2,790-25.7% |
| Participant deferral / active EE | $4,683 | $6,558-28.6% | $8,276-43.4% | $4,249+10.2% |
| Admin fee / account holder | $3,874 | $8,692-55.4% | $16,712-76.8% | $8,951-56.7% |