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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 | $45,220 | $76,407-40.8% | $150,298-69.9% | $82,448-45.2% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 16.75% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,673 | $2,614+2.3% | $4,154-35.6% | $2,551+4.8% |
| Participant deferral / active EE | $4,094 | $3,214+27.4% | $5,453-24.9% | $4,139-1.1% |
| Admin fee / account holder | $4,132 | $6,352-35.0% | $14,116-70.7% | $7,234-42.9% |