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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 | $45,032 | $106,864-57.9% | $147,318-69.4% | $82,637-45.5% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 17.32% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,047 | $3,417-40.1% | $4,593-55.4% | $2,552-19.8% |
| Participant deferral / active EE | $9,726 | $6,496+49.7% | $7,906+23.0% | $4,126+135.7% |
| Admin fee / account holder | $4,437 | $8,415-47.3% | $13,708-67.6% | $7,339-39.5% |