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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 | $45,657 | $135,956-66.4% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 45.81% | 56.63%-10.8pp | 47.52%-1.7pp | 41.46%+4.4pp |
| Employer contribution / active EE | $2,101 | $5,170-59.4% | $4,617-54.5% | $4,869-56.8% |
| Participant deferral / active EE | $3,632 | $6,343-42.7% | $5,984-39.3% | $5,287-31.3% |
| Admin fee / account holder | $1,903 | $9,817-80.6% | $8,357-77.2% | $10,133-81.2% |