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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 | $106,864-56.5% | $147,318-68.4% | $82,637-43.7% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.1%-16.8pp | 68.1%-2.8pp |
| Annual return | 15.45% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,104 | $3,417-38.4% | $4,593-54.2% | $2,552-17.6% |
| Participant deferral / active EE | $4,569 | $6,496-29.7% | $7,906-42.2% | $4,126+10.7% |
| Admin fee / account holder | $4,027 | $8,415-52.1% | $13,708-70.6% | $7,339-45.1% |