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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 | $45,455 | $72,273-37.1% | $101,275-55.1% | $79,856-43.1% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 15.49% | 22.30%-6.8pp | 46.48%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,810 | $2,691-32.8% | $3,660-50.6% | $2,471-26.8% |
| Participant deferral / active EE | $2,951 | $3,282-10.1% | $4,371-32.5% | $3,741-21.1% |
| Admin fee / account holder | $1,810 | $4,401-58.9% | $5,948-69.6% | $5,306-65.9% |