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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 | $50,183 | $124,425-59.7% | $112,040-55.2% | $137,256-63.4% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 15.82% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,548 | $3,411-25.3% | $2,954-13.8% | $4,156-38.7% |
| Participant deferral / active EE | $4,457 | $5,718-22.1% | $5,098-12.6% | $6,407-30.4% |
| Admin fee / account holder | $1,285 | $15,207-91.5% | $12,098-89.4% | $12,270-89.5% |