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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 | $43,416 | $57,590-24.6% | $86,233-49.7% | $82,448-47.3% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 21.97% | 22.41%-0.4pp | 61.39%-39.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,352 | $1,655+42.1% | $2,504-6.1% | $2,551-7.8% |
| Participant deferral / active EE | $4,764 | $3,080+54.7% | $4,559+4.5% | $4,139+15.1% |
| Admin fee / account holder | $1,221 | $4,730-74.2% | $8,342-85.4% | $7,234-83.1% |