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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 | $95,404-53.3% | $113,397-60.7% | $82,637-46.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.5%-17.1pp | 68.1%-8.6pp |
| Annual return | 18.15% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,354 | $2,307+2.0% | $2,977-20.9% | $2,552-7.8% |
| Participant deferral / active EE | $3,203 | $4,220-24.1% | $5,076-36.9% | $4,126-22.4% |
| Admin fee / account holder | $1,539 | $9,168-83.2% | $11,957-87.1% | $7,339-79.0% |