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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 | $47,293 | $71,215-33.6% | $93,696-49.5% | $80,935-41.6% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.4pp | 67.7%-19.3pp |
| Annual return | 12.99% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,596 | $1,565+65.9% | $2,422+7.2% | $2,757-5.8% |
| Participant deferral / active EE | $5,156 | $4,037+27.7% | $4,417+16.7% | $4,299+19.9% |
| Admin fee / account holder | $3,603 | $6,958-48.2% | $8,287-56.5% | $6,924-48.0% |