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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 | $63,044 | $73,955-14.8% | $96,520-34.7% | $75,181-16.1% |
| Participation rate | 45.0% | 66.4%-21.4pp | 74.3%-29.3pp | 67.2%-22.2pp |
| Annual return | 19.01% | 26.72%-7.7pp | 35.72%-16.7pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,399 | $2,930-18.1% | $3,739-35.8% | $2,671-10.2% |
| Participant deferral / active EE | $4,553 | $3,659+24.4% | $4,879-6.7% | $4,126+10.3% |
| Admin fee / account holder | $1,812 | $5,217-65.3% | $6,733-73.1% | $5,650-67.9% |