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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 | $55,818 | $67,411-17.2% | $91,004-38.7% | $70,126-20.4% |
| Participation rate | 48.0% | 71.4%-23.4pp | 75.6%-27.6pp | 69.5%-21.5pp |
| Annual return | 20.40% | -40.16%+60.6pp | 4.60%+15.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,345 | $1,786+31.3% | $2,456-4.5% | $2,343+0.1% |
| Participant deferral / active EE | $2,507 | $2,823-11.2% | $3,548-29.3% | $3,332-24.7% |
| Admin fee / account holder | $3,980 | $4,236-6.1% | $5,417-26.5% | $4,645-14.3% |