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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 | $58,648 | $106,749-45.1% | $145,433-59.7% | $82,448-28.9% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,254 | $3,444-34.5% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $4,764 | $6,519-26.9% | $7,897-39.7% | $4,139+15.1% |
| Admin fee / account holder | $589 | $8,390-93.0% | $13,129-95.5% | $7,234-91.9% |