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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 | $41,204 | $106,749-61.4% | $145,433-71.7% | $82,448-50.0% |
| Participation rate | 61.9% | 75.6%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 24.56% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,884 | $3,444-16.3% | $4,554-36.7% | $2,551+13.0% |
| Participant deferral / active EE | $5,427 | $6,519-16.7% | $7,897-31.3% | $4,139+31.1% |
| Admin fee / account holder | $1,481 | $8,390-82.4% | $13,129-88.7% | $7,234-79.5% |