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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 | $54,668 | $215,361-74.6% | $171,082-68.0% | $273,972-80.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 8.53% | 25.14%-16.6pp | 32.56%-24.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,731 | $4,967-45.0% | $4,002-31.8% | $4,869-43.9% |
| Participant deferral / active EE | $3,733 | $5,543-32.7% | $4,797-22.2% | $5,287-29.4% |
| Admin fee / account holder | $3,878 | $10,846-64.2% | $8,520-54.5% | $10,133-61.7% |