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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 | $46,886 | $50,554-7.3% | $67,681-30.7% | $87,485-46.4% |
| Participation rate | 48.9% | 67.7%-18.8pp | 73.7%-24.8pp | 68.9%-20.0pp |
| Annual return | 18.89% | 17.81%+1.1pp | 590.58%-571.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $987 | $1,988-50.4% | $2,678-63.2% | $2,596-62.0% |
| Participant deferral / active EE | $3,180 | $2,961+7.4% | $3,976-20.0% | $4,274-25.6% |
| Admin fee / account holder | $2,952 | $4,132-28.6% | $6,100-51.6% | $7,775-62.0% |