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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 | $48,028 | $105,284-54.4% | $150,734-68.1% | $94,015-48.9% |
| Participation rate | 68.8% | 71.7%-3.0pp | 78.4%-9.7pp | 70.8%-2.1pp |
| Annual return | 17.66% | 15.67%+2.0pp | 600.81%-583.1pp | 17.84%-0.2pp |
| Employer contribution / active EE | $2,455 | $3,599-31.8% | $4,918-50.1% | $2,790-12.0% |
| Participant deferral / active EE | $4,220 | $4,274-1.3% | $5,610-24.8% | $4,249-0.7% |
| Admin fee / account holder | $3,904 | $9,839-60.3% | $14,905-73.8% | $8,951-56.4% |