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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 | $70,532-35.7% | $68,948-34.2% | $137,256-67.0% |
| Participation rate | 68.8% | 81.0%-12.2pp | 79.2%-10.4pp | 80.0%-11.2pp |
| Annual return | 20.32% | 32.56%-12.2pp | 28.39%-8.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,282 | $4,355-24.6% | $4,165-21.2% | $4,156-21.0% |
| Participant deferral / active EE | $4,668 | $6,773-31.1% | $6,186-24.5% | $6,407-27.1% |
| Admin fee / account holder | $1,553 | $7,916-80.4% | $7,539-79.4% | $12,270-87.3% |