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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 | $44,148 | $93,598-52.8% | $135,974-67.5% | $75,173-41.3% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.6pp | 67.2%-11.9pp |
| Annual return | 18.03% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,245 | $3,538-36.5% | $4,859-53.8% | $2,671-15.9% |
| Participant deferral / active EE | $5,235 | $6,405-18.3% | $7,760-32.5% | $4,126+26.9% |
| Admin fee / account holder | $2,192 | $6,978-68.6% | $10,767-79.6% | $5,651-61.2% |