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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 | $47,353 | $93,617-49.4% | $135,982-65.2% | $75,177-37.0% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 23.45% | 30.89%-7.4pp | 68.32%-44.9pp | 160.75%-137.3pp |
| Employer contribution / active EE | $3,128 | $3,538-11.6% | $4,859-35.6% | $2,671+17.1% |
| Participant deferral / active EE | $5,844 | $6,406-8.8% | $7,760-24.7% | $4,126+41.6% |
| Admin fee / account holder | $751 | $6,980-89.2% | $10,767-93.0% | $5,651-86.7% |