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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 | $44,994 | $68,868-34.7% | $183,328-75.5% | $67,986-33.8% |
| Participation rate | 55.6% | 57.0%-1.4pp | 77.3%-21.7pp | 57.2%-1.6pp |
| Annual return | 17.56% | 28.80%-11.2pp | 29.67%-12.1pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,552 | $2,917-12.5% | $5,055-49.5% | $2,019+26.4% |
| Participant deferral / active EE | $5,109 | $4,364+17.1% | $6,795-24.8% | $3,358+52.1% |
| Admin fee / account holder | $2,204 | $3,805-42.1% | $21,427-89.7% | $3,203-31.2% |