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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 | $46,981 | $84,236-44.2% | $170,435-72.4% | $70,126-33.0% |
| Participation rate | 62.1% | 70.8%-8.7pp | 83.6%-21.5pp | 69.5%-7.4pp |
| Annual return | 21.31% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $2,325 | $3,387-31.4% | $5,432-57.2% | $2,343-0.7% |
| Participant deferral / active EE | $4,189 | $3,086+35.8% | $4,939-15.2% | $3,332+25.7% |
| Admin fee / account holder | $3,539 | $5,698-37.9% | $13,881-74.5% | $4,645-23.8% |