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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 | $106,524-56.1% | $152,301-69.3% | $87,485-46.5% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 24.62% | 26.89%-2.3pp | 80.50%-55.9pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,212 | $3,371-64.0% | $4,624-73.8% | $2,596-53.3% |
| Participant deferral / active EE | $4,339 | $6,525-33.5% | $8,004-45.8% | $4,274+1.5% |
| Admin fee / account holder | $5,986 | $8,287-27.8% | $14,398-58.4% | $7,775-23.0% |