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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 | $76,407-40.4% | $150,298-69.7% | $82,448-44.8% |
| Participation rate | 56.6% | 66.4%-9.8pp | 77.8%-21.2pp | 68.1%-11.5pp |
| Annual return | 16.88% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,481 | $2,614-5.1% | $4,154-40.3% | $2,551-2.7% |
| Participant deferral / active EE | $4,921 | $3,214+53.1% | $5,453-9.8% | $4,139+18.9% |
| Admin fee / account holder | $4,613 | $6,352-27.4% | $14,116-67.3% | $7,234-36.2% |