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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 | $48,211 | $93,617-48.5% | $135,982-64.5% | $75,177-35.9% |
| Participation rate | 61.2% | 75.2%-14.0pp | 81.9%-20.7pp | 67.2%-6.0pp |
| Annual return | 21.69% | 30.89%-9.2pp | 68.32%-46.6pp | 160.75%-139.1pp |
| Employer contribution / active EE | $2,656 | $3,538-24.9% | $4,859-45.3% | $2,671-0.6% |
| Participant deferral / active EE | $10,394 | $6,406+62.2% | $7,760+33.9% | $4,126+151.9% |
| Admin fee / account holder | $10,526 | $6,980+50.8% | $10,767-2.2% | $5,651+86.3% |