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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 | $49,630 | $112,729-56.0% | $98,716-49.7% | $137,256-63.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 11.56% | 38.48%-26.9pp | 31.81%-20.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,026 | $2,725-25.7% | $2,279-11.1% | $4,156-51.3% |
| Participant deferral / active EE | $4,180 | $4,640-9.9% | $4,048+3.3% | $6,407-34.8% |
| Admin fee / account holder | $3,057 | $10,129-69.8% | $8,703-64.9% | $12,270-75.1% |