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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 | $48,766 | $99,053-50.8% | $88,179-44.7% | $138,895-64.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 21.07% | 78.17%-57.1pp | 64.97%-43.9pp | 145.39%-124.3pp |
| Employer contribution / active EE | $3,734 | $2,882+29.6% | $2,549+46.5% | $4,194-11.0% |
| Participant deferral / active EE | $6,164 | $5,225+18.0% | $4,614+33.6% | $6,396-3.6% |
| Admin fee / account holder | $479 | $8,748-94.5% | $7,673-93.8% | $12,562-96.2% |