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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 | $47,553 | $72,177-34.1% | $115,038-58.7% | $59,633-20.3% |
| Participation rate | 64.4% | 72.6%-8.1pp | 81.4%-16.9pp | 68.7%-4.2pp |
| Annual return | 10.11% | 12.02%-1.9pp | 26.14%-16.0pp | 2041.45%-2031.3pp |
| Employer contribution / active EE | $525 | $2,841-81.5% | $4,608-88.6% | $2,203-76.2% |
| Participant deferral / active EE | $5,225 | $4,783+9.3% | $6,026-13.3% | $3,192+63.7% |
| Admin fee / account holder | $1,998 | $4,927-59.4% | $8,175-75.6% | $4,297-53.5% |