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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 | $55,124 | $80,992-31.9% | $96,534-42.9% | $75,173-26.7% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 17.66% | 27.05%-9.4pp | 25.88%-8.2pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,930 | $2,283-15.4% | $2,965-34.9% | $2,671-27.7% |
| Participant deferral / active EE | $4,141 | $3,929+5.4% | $4,851-14.6% | $4,126+0.3% |
| Admin fee / account holder | $4,524 | $6,717-32.6% | $8,253-45.2% | $5,651-19.9% |