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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 | $44,566 | $95,453-53.3% | $112,040-60.2% | $82,448-45.9% |
| Participation rate | 59.4% | 72.8%-13.3pp | 76.5%-17.1pp | 68.1%-8.6pp |
| Annual return | 18.15% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,354 | $2,318+1.5% | $2,954-20.3% | $2,551-7.7% |
| Participant deferral / active EE | $3,203 | $4,224-24.2% | $5,098-37.2% | $4,139-22.6% |
| Admin fee / account holder | $1,539 | $9,013-82.9% | $12,098-87.3% | $7,234-78.7% |