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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 | $58,010 | $76,407-24.1% | $150,298-61.4% | $82,448-29.6% |
| Participation rate | 46.3% | 66.4%-20.1pp | 77.8%-31.5pp | 68.1%-21.8pp |
| Annual return | 18.11% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,917 | $2,614-26.7% | $4,154-53.9% | $2,551-24.8% |
| Participant deferral / active EE | $4,668 | $3,214+45.2% | $5,453-14.4% | $4,139+12.8% |
| Admin fee / account holder | $1,460 | $6,352-77.0% | $14,116-89.7% | $7,234-79.8% |