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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 | $46,787 | $93,589-50.0% | $135,942-65.6% | $75,181-37.8% |
| Participation rate | 52.6% | 75.2%-22.6pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 17.05% | 30.90%-13.9pp | 68.28%-51.2pp | 160.69%-143.6pp |
| Employer contribution / active EE | $1,721 | $3,537-51.3% | $4,858-64.6% | $2,671-35.5% |
| Participant deferral / active EE | $4,072 | $6,405-36.4% | $7,759-47.5% | $4,126-1.3% |
| Admin fee / account holder | $4,536 | $6,977-35.0% | $10,764-57.9% | $5,650-19.7% |