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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 | $56,423 | $76,407-26.2% | $150,298-62.5% | $82,448-31.6% |
| Participation rate | 61.6% | 66.4%-4.8pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 19.00% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,030 | $2,614-22.3% | $4,154-51.1% | $2,551-20.4% |
| Participant deferral / active EE | $4,462 | $3,214+38.8% | $5,453-18.2% | $4,139+7.8% |
| Admin fee / account holder | $4,008 | $6,352-36.9% | $14,116-71.6% | $7,234-44.6% |