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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 | $51,912 | $123,898-58.1% | $116,538-55.5% | $155,188-66.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.8%-14.1pp |
| Annual return | 17.51% | 16.04%+1.5pp | 17.97%-0.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,249 | $4,739-52.5% | $4,541-50.5% | $4,248-47.0% |
| Participant deferral / active EE | $4,307 | $6,400-32.7% | $6,207-30.6% | $6,531-34.1% |
| Admin fee / account holder | $7,587 | $9,174-17.3% | $8,737-13.2% | $14,480-47.6% |