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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 | $45,363 | $84,570-46.4% | $85,946-47.2% | $155,188-70.8% |
| Participation rate | 68.8% | 78.8%-10.1pp | 77.2%-8.4pp | 80.8%-12.1pp |
| Annual return | 20.32% | 35.96%-15.6pp | 31.33%-11.0pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,282 | $4,651-29.4% | $4,539-27.7% | $4,248-22.7% |
| Participant deferral / active EE | $4,668 | $5,847-20.2% | $5,465-14.6% | $6,531-28.5% |
| Admin fee / account holder | $1,553 | $12,225-87.3% | $11,250-86.2% | $14,480-89.3% |