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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 | $96,731-50.3% | $123,973-61.3% | $86,983-44.8% |
| Participation rate | 68.8% | 70.0%-1.3pp | 76.7%-7.9pp | 69.5%-0.8pp |
| Annual return | 17.66% | 17.33%+0.3pp | 388.13%-370.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,455 | $3,297-25.5% | $4,126-40.5% | $2,584-5.0% |
| Participant deferral / active EE | $4,220 | $4,152+1.6% | $5,247-19.6% | $4,194+0.6% |
| Admin fee / account holder | $3,904 | $8,722-55.2% | $11,799-66.9% | $7,856-50.3% |