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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 | $93,589-49.8% | $135,942-65.4% | $75,181-37.5% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 18.69% | 30.90%-12.2pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $2,504 | $3,537-29.2% | $4,858-48.4% | $2,671-6.2% |
| Participant deferral / active EE | $6,292 | $6,405-1.8% | $7,759-18.9% | $4,126+52.5% |
| Admin fee / account holder | $1,379 | $6,977-80.2% | $10,764-87.2% | $5,650-75.6% |