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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 | $54,842 | $106,749-48.6% | $145,433-62.3% | $82,448-33.5% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 16.75% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,234 | $3,444-6.1% | $4,554-29.0% | $2,551+26.8% |
| Participant deferral / active EE | $4,625 | $6,519-29.1% | $7,897-41.4% | $4,139+11.7% |
| Admin fee / account holder | $22,639 | $8,390+169.8% | $13,129+72.4% | $7,234+212.9% |