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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 | $44,846 | $93,617-52.1% | $135,982-67.0% | $75,177-40.3% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.9%-13.3pp | 67.2%+1.5pp |
| Annual return | 20.85% | 30.89%-10.0pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $2,074 | $3,538-41.4% | $4,859-57.3% | $2,671-22.4% |
| Participant deferral / active EE | $4,552 | $6,406-28.9% | $7,760-41.3% | $4,126+10.3% |
| Admin fee / account holder | $2,088 | $6,980-70.1% | $10,767-80.6% | $5,651-63.0% |