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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 | $47,739 | $157,829-69.8% | $136,867-65.1% | $198,609-76.0% |
| Participation rate | 65.2% | 77.2%-12.0pp | 74.5%-9.3pp | 82.4%-17.2pp |
| Annual return | 12.46% | 51.25%-38.8pp | 42.97%-30.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $1,369 | $3,923-65.1% | $3,547-61.4% | $5,055-72.9% |
| Participant deferral / active EE | $1,793 | $5,463-67.2% | $4,924-63.6% | $6,977-74.3% |
| Admin fee / account holder | $2,758 | $11,107-75.2% | $10,340-73.3% | $19,030-85.5% |