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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 | $45,518 | $78,690-42.2% | $161,489-71.8% | $87,485-48.0% |
| Participation rate | 56.6% | 67.5%-10.9pp | 78.7%-22.1pp | 68.9%-12.3pp |
| Annual return | 16.88% | 32.74%-15.9pp | 89.72%-72.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,481 | $2,588-4.1% | $4,268-41.9% | $2,596-4.4% |
| Participant deferral / active EE | $4,921 | $3,311+48.6% | $5,630-12.6% | $4,274+15.1% |
| Admin fee / account holder | $4,613 | $6,724-31.4% | $16,006-71.2% | $7,775-40.7% |