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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 | $48,587 | $88,672-45.2% | $105,223-53.8% | $82,448-41.1% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 14.86% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,735 | $3,048-43.1% | $3,689-53.0% | $2,551-32.0% |
| Participant deferral / active EE | $4,361 | $4,036+8.0% | $5,072-14.0% | $4,139+5.3% |
| Admin fee / account holder | $1,561 | $7,146-78.2% | $8,859-82.4% | $7,234-78.4% |