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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 | $45,843 | $54,757-16.3% | $90,304-49.2% | $72,975-37.2% |
| Participation rate | 56.9% | 65.2%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 18.39% | 30.63%-12.2pp | 78.13%-59.7pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,169 | $2,093-44.1% | $2,855-59.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,618 | $2,887-9.3% | $3,885-32.6% | $3,608-27.4% |
| Admin fee / account holder | $2,530 | $3,973-36.3% | $5,354-52.7% | $5,124-50.6% |