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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 | $44,447 | $77,638-42.8% | $156,551-71.6% | $62,881-29.3% |
| Participation rate | 65.9% | 71.2%-5.3pp | 84.0%-18.1pp | 69.3%-3.4pp |
| Annual return | 11.04% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,498 | $3,444-56.5% | $5,501-72.8% | $2,281-34.3% |
| Participant deferral / active EE | $3,489 | $3,046+14.6% | $4,871-28.4% | $3,203+8.9% |
| Admin fee / account holder | $1,930 | $5,561-65.3% | $13,028-85.2% | $4,296-55.1% |