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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 | $42,432 | $101,778-58.3% | $164,975-74.3% | $80,925-47.6% |
| Participation rate | 55.2% | 71.8%-16.7pp | 78.6%-23.4pp | 67.7%-12.5pp |
| Annual return | 20.38% | 16.73%+3.7pp | 70.12%-49.7pp | 35.65%-15.3pp |
| Employer contribution / active EE | $2,745 | $2,954-7.1% | $4,343-36.8% | $2,756-0.4% |
| Participant deferral / active EE | $6,855 | $4,477+53.1% | $6,033+13.6% | $4,299+59.5% |
| Admin fee / account holder | $2,866 | $8,221-65.1% | $12,688-77.4% | $6,940-58.7% |