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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 | $106,864-50.8% | $147,318-64.3% | $82,637-36.3% |
| Participation rate | 63.5% | 75.5%-12.0pp | 82.1%-18.6pp | 68.1%-4.6pp |
| Annual return | 18.83% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,083 | $3,417-39.0% | $4,593-54.7% | $2,552-18.4% |
| Participant deferral / active EE | $5,656 | $6,496-12.9% | $7,906-28.5% | $4,126+37.1% |
| Admin fee / account holder | $1,910 | $8,415-77.3% | $13,708-86.1% | $7,339-74.0% |