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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 | $49,079 | $106,749-54.0% | $145,433-66.3% | $82,448-40.5% |
| Participation rate | 67.0% | 75.6%-8.6pp | 82.1%-15.1pp | 68.1%-1.1pp |
| Annual return | 19.88% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,660 | $3,444-22.8% | $4,554-41.6% | $2,551+4.3% |
| Participant deferral / active EE | $4,585 | $6,519-29.7% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $4,533 | $8,390-46.0% | $13,129-65.5% | $7,234-37.3% |