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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 | $41,490 | $95,453-56.5% | $112,040-63.0% | $82,448-49.7% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 17.00% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,517 | $2,318+8.6% | $2,954-14.8% | $2,551-1.3% |
| Participant deferral / active EE | $5,736 | $4,224+35.8% | $5,098+12.5% | $4,139+38.6% |
| Admin fee / account holder | $1,572 | $9,013-82.6% | $12,098-87.0% | $7,234-78.3% |