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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 | $60,278 | $146,267-58.8% | $197,124-69.4% | $82,448-26.9% |
| Participation rate | 48.0% | 84.0%-36.0pp | 86.7%-38.7pp | 68.1%-20.1pp |
| Annual return | 19.67% | 29.61%-9.9pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,701 | $4,723-42.8% | $6,227-56.6% | $2,551+5.9% |
| Participant deferral / active EE | $5,338 | $7,035-24.1% | $9,135-41.6% | $4,139+29.0% |
| Admin fee / account holder | $1,168 | $14,422-91.9% | $16,298-92.8% | $7,234-83.9% |