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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 | $106,524-53.9% | $152,301-67.8% | $87,485-43.9% |
| Participation rate | 67.0% | 75.8%-8.7pp | 82.4%-15.4pp | 68.9%-1.9pp |
| Annual return | 19.88% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $2,660 | $3,371-21.1% | $4,624-42.5% | $2,596+2.5% |
| Participant deferral / active EE | $4,585 | $6,525-29.7% | $8,004-42.7% | $4,274+7.3% |
| Admin fee / account holder | $4,533 | $8,287-45.3% | $14,398-68.5% | $7,775-41.7% |