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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 | $46,776 | $106,749-56.2% | $145,433-67.8% | $82,448-43.3% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 24.62% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,212 | $3,444-64.8% | $4,554-73.4% | $2,551-52.5% |
| Participant deferral / active EE | $4,339 | $6,519-33.4% | $7,897-45.1% | $4,139+4.8% |
| Admin fee / account holder | $5,986 | $8,390-28.7% | $13,129-54.4% | $7,234-17.3% |