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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 | $44,386 | $106,588-58.4% | $94,215-52.9% | $155,188-71.4% |
| Participation rate | 68.8% | 74.3%-5.5pp | 70.0%-1.2pp | 80.8%-12.1pp |
| Annual return | 16.62% | 29.39%-12.8pp | 28.22%-11.6pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,116 | $3,080-31.3% | $2,675-20.9% | $4,248-50.2% |
| Participant deferral / active EE | $6,114 | $4,802+27.3% | $4,276+43.0% | $6,531-6.4% |
| Admin fee / account holder | $1,160 | $12,281-90.6% | $10,216-88.6% | $14,480-92.0% |