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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 | $106,864-48.7% | $147,318-62.8% | $82,637-33.6% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 16.75% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,234 | $3,417-5.3% | $4,593-29.6% | $2,552+26.7% |
| Participant deferral / active EE | $4,625 | $6,496-28.8% | $7,906-41.5% | $4,126+12.1% |
| Admin fee / account holder | $22,639 | $8,415+169.0% | $13,708+65.2% | $7,339+208.5% |