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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 | $45,323 | $72,272-37.3% | $101,264-55.2% | $79,858-43.2% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.48%-30.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $2,212 | $2,692-17.8% | $3,660-39.6% | $2,471-10.5% |
| Participant deferral / active EE | $3,090 | $3,282-5.8% | $4,370-29.3% | $3,740-17.4% |
| Admin fee / account holder | $1,843 | $4,401-58.1% | $5,947-69.0% | $5,306-65.3% |