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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 | $46,518 | $106,524-56.3% | $152,301-69.5% | $87,485-46.8% |
| Participation rate | 65.2% | 75.8%-10.5pp | 82.4%-17.2pp | 68.9%-3.7pp |
| Annual return | 15.45% | 26.89%-11.4pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,104 | $3,371-37.6% | $4,624-54.5% | $2,596-19.0% |
| Participant deferral / active EE | $4,569 | $6,525-30.0% | $8,004-42.9% | $4,274+6.9% |
| Admin fee / account holder | $4,027 | $8,287-51.4% | $14,398-72.0% | $7,775-48.2% |