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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 | $47,028 | $108,825-56.8% | $156,181-69.9% | $82,448-43.0% |
| Participation rate | 68.9% | 72.4%-3.5pp | 78.8%-10.0pp | 68.1%+0.8pp |
| Annual return | 14.76% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,876 | $2,870-34.6% | $4,294-56.3% | $2,551-26.4% |
| Participant deferral / active EE | $5,836 | $4,577+27.5% | $6,132-4.8% | $4,139+41.0% |
| Admin fee / account holder | $3,911 | $9,341-58.1% | $14,586-73.2% | $7,234-45.9% |