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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 | $48,608 | $91,559-46.9% | $133,971-63.7% | $79,852-39.1% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.3pp |
| Annual return | 19.07% | 61.85%-42.8pp | 45.09%-26.0pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,759 | $2,384-26.2% | $3,919-55.1% | $2,471-28.8% |
| Participant deferral / active EE | $3,680 | $3,734-1.4% | $5,047-27.1% | $3,740-1.6% |
| Admin fee / account holder | $7,250 | $6,321+14.7% | $8,929-18.8% | $5,306+36.6% |