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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 | $52,612 | $106,749-50.7% | $145,433-63.8% | $82,448-36.2% |
| Participation rate | 63.5% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.6pp |
| Annual return | 18.83% | 27.59%-8.8pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,083 | $3,444-39.5% | $4,554-54.3% | $2,551-18.4% |
| Participant deferral / active EE | $5,656 | $6,519-13.2% | $7,897-28.4% | $4,139+36.6% |
| Admin fee / account holder | $1,910 | $8,390-77.2% | $13,129-85.5% | $7,234-73.6% |