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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 | $48,864 | $55,902-12.6% | $76,030-35.7% | $80,959-39.6% |
| Participation rate | 60.7% | 62.1%-1.4pp | 69.1%-8.3pp | 67.7%-7.0pp |
| Annual return | 16.30% | 20.59%-4.3pp | 361.54%-345.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,944 | $1,867+57.7% | $2,688+9.5% | $2,757+6.8% |
| Participant deferral / active EE | $6,781 | $3,051+122.3% | $4,257+59.3% | $4,300+57.7% |
| Admin fee / account holder | $722 | $5,239-86.2% | $6,421-88.7% | $6,925-89.6% |