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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 | $45,283 | $106,749-57.6% | $145,433-68.9% | $82,448-45.1% |
| Participation rate | 45.3% | 75.6%-30.4pp | 82.1%-36.8pp | 68.1%-22.8pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,206 | $3,444-36.0% | $4,554-51.6% | $2,551-13.5% |
| Participant deferral / active EE | $2,913 | $6,519-55.3% | $7,897-63.1% | $4,139-29.6% |
| Admin fee / account holder | $2,329 | $8,390-72.2% | $13,129-82.3% | $7,234-67.8% |