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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 | $48,312 | $81,358-40.6% | $155,556-68.9% | $80,959-40.3% |
| Participation rate | 60.2% | 66.3%-6.1pp | 78.2%-18.0pp | 67.7%-7.5pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,210 | $3,106-28.9% | $4,675-52.7% | $2,757-19.8% |
| Participant deferral / active EE | $4,513 | $3,455+30.6% | $5,631-19.9% | $4,300+4.9% |
| Admin fee / account holder | $5,284 | $7,994-33.9% | $15,885-66.7% | $6,925-23.7% |