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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 | $46,379 | $68,880-32.7% | $120,580-61.5% | $80,959-42.7% |
| Participation rate | 54.9% | 61.7%-6.8pp | 72.0%-17.1pp | 67.7%-12.8pp |
| Annual return | 21.48% | 23.68%-2.2pp | 107.48%-86.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $3,378 | $2,066+63.5% | $3,469-2.6% | $2,757+22.5% |
| Participant deferral / active EE | $5,353 | $3,191+67.8% | $4,995+7.2% | $4,300+24.5% |
| Admin fee / account holder | $9,703 | $5,785+67.7% | $9,418+3.0% | $6,925+40.1% |