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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 | $46,556 | $81,331-42.8% | $155,534-70.1% | $80,935-42.5% |
| Participation rate | 65.1% | 66.3%-1.2pp | 78.2%-13.2pp | 67.7%-2.6pp |
| Annual return | 15.92% | 33.37%-17.4pp | 64.92%-49.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,485 | $3,105-52.2% | $4,675-68.2% | $2,757-46.1% |
| Participant deferral / active EE | $5,264 | $3,454+52.4% | $5,630-6.5% | $4,299+22.4% |
| Admin fee / account holder | $899 | $7,999-88.8% | $15,900-94.3% | $6,924-87.0% |