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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 | $46,319 | $106,749-56.6% | $145,433-68.2% | $82,448-43.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 21.37% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,226 | $3,444-35.4% | $4,554-51.1% | $2,551-12.7% |
| Participant deferral / active EE | $4,959 | $6,519-23.9% | $7,897-37.2% | $4,139+19.8% |
| Admin fee / account holder | $315 | $8,390-96.2% | $13,129-97.6% | $7,234-95.6% |