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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 | $47,429 | $88,042-46.1% | $138,135-65.7% | $79,856-40.6% |
| Participation rate | 60.6% | 71.4%-10.8pp | 78.7%-18.1pp | 69.6%-9.0pp |
| Annual return | 11.53% | 20.58%-9.0pp | 20.51%-9.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,642 | $3,103-14.9% | $5,587-52.7% | $2,471+6.9% |
| Participant deferral / active EE | $6,083 | $4,704+29.3% | $6,431-5.4% | $3,741+62.6% |
| Admin fee / account holder | $12,080 | $7,791+55.0% | $11,856+1.9% | $5,306+127.6% |