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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 | $46,880 | $106,864-56.1% | $147,318-68.2% | $82,637-43.3% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.1%-22.5pp | 68.1%-8.5pp |
| Annual return | 25.32% | 27.49%-2.2pp | 70.43%-45.1pp | 53.51%-28.2pp |
| Employer contribution / active EE | $2,043 | $3,417-40.2% | $4,593-55.5% | $2,552-19.9% |
| Participant deferral / active EE | $3,032 | $6,496-53.3% | $7,906-61.7% | $4,126-26.5% |
| Admin fee / account holder | $2,188 | $8,415-74.0% | $13,708-84.0% | $7,339-70.2% |