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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 | $63,964 | $81,457-21.5% | $103,378-38.1% | $80,911-20.9% |
| Participation rate | 46.3% | 66.8%-20.6pp | 74.5%-28.2pp | 67.6%-21.4pp |
| Annual return | 17.22% | 25.58%-8.4pp | 24.91%-7.7pp | 35.63%-18.4pp |
| Employer contribution / active EE | $2,100 | $3,107-32.4% | $3,870-45.7% | $2,756-23.8% |
| Participant deferral / active EE | $4,474 | $3,871+15.6% | $5,058-11.5% | $4,297+4.1% |
| Admin fee / account holder | $2,684 | $6,717-60.0% | $8,401-68.0% | $6,935-61.3% |