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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 | $46,301 | $124,980-63.0% | $108,359-57.3% | $154,746-70.1% |
| Participation rate | 58.3% | 75.2%-16.8pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 17.19% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,719 | $2,851-39.7% | $2,399-28.3% | $4,379-60.7% |
| Participant deferral / active EE | $5,924 | $4,743+24.9% | $4,137+43.2% | $6,730-12.0% |
| Admin fee / account holder | $6,320 | $11,502-45.0% | $9,741-35.1% | $14,365-56.0% |