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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 | $48,248 | $91,198-47.1% | $178,503-73.0% | $79,856-39.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 18.64% | 24.20%-5.6pp | 151.12%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,744 | $3,257-46.4% | $5,011-65.2% | $2,471-29.4% |
| Participant deferral / active EE | $4,436 | $3,237+37.1% | $5,202-14.7% | $3,741+18.6% |
| Admin fee / account holder | $7,733 | $6,748+14.6% | $13,987-44.7% | $5,306+45.7% |