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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 | $46,859 | $185,312-74.7% | $161,489-71.0% | $154,746-69.7% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 17.29% | 103.84%-86.6pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,004 | $4,769-79.0% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $7,294 | $6,350+14.9% | $5,630+29.6% | $6,730+8.4% |
| Admin fee / account holder | $2,153 | $18,654-88.5% | $16,006-86.5% | $14,365-85.0% |