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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 | $52,703 | $101,795-48.2% | $165,100-68.1% | $80,959-34.9% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.7%0pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,501 | $2,954-15.3% | $4,348-42.5% | $2,757-9.3% |
| Participant deferral / active EE | $4,218 | $4,476-5.8% | $6,035-30.1% | $4,300-1.9% |
| Admin fee / account holder | $2,147 | $8,221-73.9% | $12,696-83.1% | $6,925-69.0% |