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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 | $48,980 | $81,233-39.7% | $155,567-68.5% | $80,874-39.4% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.4pp |
| Annual return | 12.48% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,367 | $3,101-23.7% | $4,674-49.4% | $2,756-14.1% |
| Participant deferral / active EE | $6,273 | $3,452+81.7% | $5,628+11.5% | $4,297+46.0% |
| Admin fee / account holder | $3,608 | $7,998-54.9% | $15,916-77.3% | $6,935-48.0% |