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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 | $75,168 | $106,749-29.6% | $145,433-48.3% | $82,448-8.8% |
| Participation rate | 53.1% | 75.6%-22.5pp | 82.1%-29.0pp | 68.1%-14.9pp |
| Annual return | 16.55% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,449 | $3,444-28.9% | $4,554-46.2% | $2,551-4.0% |
| Participant deferral / active EE | $4,286 | $6,519-34.2% | $7,897-45.7% | $4,139+3.6% |
| Admin fee / account holder | $5,694 | $8,390-32.1% | $13,129-56.6% | $7,234-21.3% |