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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 | $58,635 | $73,988-20.8% | $96,538-39.3% | $75,177-22.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.8pp |
| Annual return | 16.50% | 26.73%-10.2pp | 35.74%-19.2pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,351 | $2,930-19.8% | $3,740-37.1% | $2,671-12.0% |
| Participant deferral / active EE | $5,280 | $3,660+44.3% | $4,880+8.2% | $4,126+28.0% |
| Admin fee / account holder | $795 | $5,220-84.8% | $6,737-88.2% | $5,651-85.9% |