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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 | $46,880 | $106,749-56.1% | $145,433-67.8% | $82,448-43.1% |
| Participation rate | 59.5% | 75.6%-16.1pp | 82.1%-22.6pp | 68.1%-8.5pp |
| Annual return | 25.32% | 27.59%-2.3pp | 66.58%-41.3pp | 41.64%-16.3pp |
| Employer contribution / active EE | $2,043 | $3,444-40.7% | $4,554-55.1% | $2,551-19.9% |
| Participant deferral / active EE | $3,032 | $6,519-53.5% | $7,897-61.6% | $4,139-26.8% |
| Admin fee / account holder | $2,188 | $8,390-73.9% | $13,129-83.3% | $7,234-69.7% |