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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 | $64,915 | $93,598-30.6% | $135,974-52.3% | $75,173-13.6% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 21.01% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $2,730 | $3,538-22.8% | $4,859-43.8% | $2,671+2.2% |
| Participant deferral / active EE | $8,301 | $6,405+29.6% | $7,760+7.0% | $4,126+101.2% |
| Admin fee / account holder | $7,412 | $6,978+6.2% | $10,767-31.2% | $5,651+31.2% |