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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 | $53,178 | $106,749-50.2% | $145,433-63.4% | $82,448-35.5% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 18.71% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,149 | $3,444-66.6% | $4,554-74.8% | $2,551-54.9% |
| Participant deferral / active EE | $4,434 | $6,519-32.0% | $7,897-43.9% | $4,139+7.1% |
| Admin fee / account holder | $5,975 | $8,390-28.8% | $13,129-54.5% | $7,234-17.4% |