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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 | $44,317 | $86,050-48.5% | $189,758-76.6% | $94,015-52.9% |
| Participation rate | 59.4% | 68.9%-9.5pp | 79.8%-20.4pp | 70.8%-11.4pp |
| Annual return | 22.76% | 17.77%+5.0pp | 52.62%-29.9pp | 17.84%+4.9pp |
| Employer contribution / active EE | $2,155 | $2,819-23.6% | $4,767-54.8% | $2,790-22.8% |
| Participant deferral / active EE | $4,497 | $3,349+34.3% | $5,856-23.2% | $4,249+5.8% |
| Admin fee / account holder | $1,090 | $6,627-83.5% | $20,388-94.7% | $8,951-87.8% |