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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 | $44,649 | $108,825-59.0% | $156,181-71.4% | $82,448-45.8% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 18.02% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,266 | $2,870-21.0% | $4,294-47.2% | $2,551-11.2% |
| Participant deferral / active EE | $6,101 | $4,577+33.3% | $6,132-0.5% | $4,139+47.4% |
| Admin fee / account holder | $6,047 | $9,341-35.3% | $14,586-58.5% | $7,234-16.4% |