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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 | $53,129 | $69,977-24.1% | $108,582-51.1% | $62,881-15.5% |
| Participation rate | 61.4% | 72.9%-11.5pp | 79.6%-18.1pp | 69.3%-7.9pp |
| Annual return | 10.73% | 10.73%0pp | -51.70%+62.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,403 | $2,135+12.6% | $3,758-36.1% | $2,281+5.4% |
| Participant deferral / active EE | $4,413 | $3,165+39.5% | $4,311+2.4% | $3,203+37.8% |
| Admin fee / account holder | $2,780 | $5,076-45.2% | $7,645-63.6% | $4,296-35.3% |