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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 | $53,723 | $89,259-39.8% | $107,187-49.9% | $82,637-35.0% |
| Participation rate | 54.2% | 67.9%-13.8pp | 75.0%-20.9pp | 68.1%-13.9pp |
| Annual return | 18.98% | 21.02%-2.0pp | 204.55%-185.6pp | 53.51%-34.5pp |
| Employer contribution / active EE | $2,692 | $3,080-12.6% | $3,782-28.8% | $2,552+5.5% |
| Participant deferral / active EE | $3,223 | $4,037-20.2% | $5,096-36.8% | $4,126-21.9% |
| Admin fee / account holder | $2,646 | $7,381-64.2% | $9,162-71.1% | $7,339-63.9% |