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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 | $47,475 | $93,345-49.1% | $119,126-60.1% | $87,485-45.7% |
| Participation rate | 56.0% | 68.7%-12.7pp | 75.8%-19.8pp | 68.9%-12.9pp |
| Annual return | 22.20% | 19.08%+3.1pp | 282.11%-259.9pp | 26.06%-3.9pp |
| Employer contribution / active EE | $3,702 | $3,172+16.7% | $4,034-8.2% | $2,596+42.6% |
| Participant deferral / active EE | $5,983 | $4,099+46.0% | $5,318+12.5% | $4,274+40.0% |
| Admin fee / account holder | $4,157 | $8,039-48.3% | $10,693-61.1% | $7,775-46.5% |