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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 | $51,237 | $106,749-52.0% | $145,433-64.8% | $82,448-37.9% |
| Participation rate | 63.8% | 75.6%-11.9pp | 82.1%-18.3pp | 68.1%-4.3pp |
| Annual return | 16.85% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,472 | $3,444-28.2% | $4,554-45.7% | $2,551-3.1% |
| Participant deferral / active EE | $4,943 | $6,519-24.2% | $7,897-37.4% | $4,139+19.4% |
| Admin fee / account holder | $7,113 | $8,390-15.2% | $13,129-45.8% | $7,234-1.7% |