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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 | $106,749-58.3% | $145,433-69.4% | $82,448-46.1% |
| Participation rate | 68.4% | 75.6%-7.2pp | 82.1%-13.7pp | 68.1%+0.4pp |
| Annual return | 17.30% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,929 | $3,444-15.0% | $4,554-35.7% | $2,551+14.8% |
| Participant deferral / active EE | $7,463 | $6,519+14.5% | $7,897-5.5% | $4,139+80.3% |
| Admin fee / account holder | $2,225 | $8,390-73.5% | $13,129-83.1% | $7,234-69.2% |