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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 | $49,474 | $106,524-53.6% | $152,301-67.5% | $87,485-43.4% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 17.13% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,664 | $3,371-21.0% | $4,624-42.4% | $2,596+2.6% |
| Participant deferral / active EE | $6,262 | $6,525-4.0% | $8,004-21.8% | $4,274+46.5% |
| Admin fee / account holder | $11,867 | $8,287+43.2% | $14,398-17.6% | $7,775+52.6% |