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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 | $54,513 | $78,197-30.3% | $98,090-44.4% | $82,637-34.0% |
| Participation rate | 56.0% | 77.5%-21.5pp | 81.5%-25.5pp | 68.1%-12.1pp |
| Annual return | 21.00% | 40.25%-19.2pp | 37.05%-16.0pp | 53.51%-32.5pp |
| Employer contribution / active EE | $3,176 | $2,605+21.9% | $3,606-11.9% | $2,552+24.5% |
| Participant deferral / active EE | $5,086 | $6,636-23.4% | $7,845-35.2% | $4,126+23.3% |
| Admin fee / account holder | $3,077 | $14,832-79.3% | $11,815-74.0% | $7,339-58.1% |