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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 | $40,554 | $46,596-13.0% | $64,085-36.7% | $75,173-46.1% |
| Participation rate | 60.7% | 65.9%-5.2pp | 72.3%-11.6pp | 67.2%-6.5pp |
| Annual return | 15.00% | 26.04%-11.0pp | 33.69%-18.7pp | 160.65%-145.6pp |
| Employer contribution / active EE | $2,650 | $1,975+34.2% | $2,747-3.5% | $2,670-0.8% |
| Participant deferral / active EE | $3,164 | $2,839+11.4% | $3,881-18.5% | $4,126-23.3% |
| Admin fee / account holder | $1,262 | $2,954-57.3% | $3,069-58.9% | $5,651-77.7% |