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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 | $110,137-59.5% | $161,149-72.3% | $82,637-46.0% |
| Participation rate | 60.7% | 72.4%-11.6pp | 78.8%-18.1pp | 68.1%-7.3pp |
| Annual return | 18.02% | 20.69%-2.7pp | 21.16%-3.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,266 | $2,856-20.7% | $4,360-48.0% | $2,552-11.2% |
| Participant deferral / active EE | $6,101 | $4,575+33.4% | $6,153-0.8% | $4,126+47.9% |
| Admin fee / account holder | $6,047 | $9,467-36.1% | $15,194-60.2% | $7,339-17.6% |