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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 | $47,187 | $99,875-52.8% | $146,866-67.9% | $86,983-45.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 23.45% | 28.10%-4.6pp | 102.85%-79.4pp | 25.83%-2.4pp |
| Employer contribution / active EE | $2,418 | $3,224-25.0% | $4,425-45.3% | $2,584-6.4% |
| Participant deferral / active EE | $5,766 | $6,322-8.8% | $7,759-25.7% | $4,194+37.5% |
| Admin fee / account holder | $4,405 | $7,838-43.8% | $13,620-67.7% | $7,856-43.9% |