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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 | $47,272 | $78,197-39.5% | $98,090-51.8% | $82,637-42.8% |
| Participation rate | 62.1% | 77.5%-15.4pp | 81.5%-19.5pp | 68.1%-6.0pp |
| Annual return | 19.76% | 40.25%-20.5pp | 37.05%-17.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,757 | $2,605+5.9% | $3,606-23.5% | $2,552+8.0% |
| Participant deferral / active EE | $5,633 | $6,636-15.1% | $7,845-28.2% | $4,126+36.5% |
| Admin fee / account holder | $3,365 | $14,832-77.3% | $11,815-71.5% | $7,339-54.1% |