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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 | $47,815 | $87,166-45.1% | $76,735-37.7% | $137,256-65.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 16.62% | 26.50%-9.9pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,805 | $2,904+31.0% | $2,454+55.0% | $4,156-8.4% |
| Participant deferral / active EE | $8,423 | $4,726+78.2% | $4,088+106.0% | $6,407+31.5% |
| Admin fee / account holder | $5,287 | $8,403-37.1% | $7,189-26.5% | $12,270-56.9% |