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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 | $45,603 | $81,358-43.9% | $155,556-70.7% | $80,959-43.7% |
| Participation rate | 65.3% | 66.3%-1.0pp | 78.2%-12.9pp | 67.7%-2.4pp |
| Annual return | 16.07% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,002 | $3,106-35.6% | $4,675-57.2% | $2,757-27.4% |
| Participant deferral / active EE | $3,253 | $3,455-5.9% | $5,631-42.2% | $4,300-24.4% |
| Admin fee / account holder | $3,426 | $7,994-57.1% | $15,885-78.4% | $6,925-50.5% |