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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 | $45,539 | $95,404-52.3% | $113,397-59.8% | $82,637-44.9% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.5%-21.5pp | 68.1%-13.1pp |
| Annual return | 13.42% | 19.08%-5.7pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,771 | $2,307-23.2% | $2,977-40.5% | $2,552-30.6% |
| Participant deferral / active EE | $3,921 | $4,220-7.1% | $5,076-22.8% | $4,126-5.0% |
| Admin fee / account holder | $4,471 | $9,168-51.2% | $11,957-62.6% | $7,339-39.1% |