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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 | $99,875-55.5% | $146,866-69.7% | $86,983-48.9% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.5%-1.1pp |
| Annual return | 17.30% | 28.10%-10.8pp | 102.85%-85.6pp | 25.83%-8.5pp |
| Employer contribution / active EE | $2,929 | $3,224-9.2% | $4,425-33.8% | $2,584+13.3% |
| Participant deferral / active EE | $7,463 | $6,322+18.0% | $7,759-3.8% | $4,194+77.9% |
| Admin fee / account holder | $2,225 | $7,838-71.6% | $13,620-83.7% | $7,856-71.7% |