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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 | $44,463 | $106,864-58.4% | $147,318-69.8% | $82,637-46.2% |
| Participation rate | 68.4% | 75.5%-7.1pp | 82.1%-13.6pp | 68.1%+0.4pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,929 | $3,417-14.3% | $4,593-36.2% | $2,552+14.8% |
| Participant deferral / active EE | $7,463 | $6,496+14.9% | $7,906-5.6% | $4,126+80.9% |
| Admin fee / account holder | $2,225 | $8,415-73.6% | $13,708-83.8% | $7,339-69.7% |