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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 | $45,219 | $106,864-57.7% | $147,318-69.3% | $82,637-45.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 21.02% | 27.49%-6.5pp | 70.43%-49.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,485 | $3,417-27.3% | $4,593-45.9% | $2,552-2.6% |
| Participant deferral / active EE | $4,272 | $6,496-34.2% | $7,906-46.0% | $4,126+3.5% |
| Admin fee / account holder | $3,648 | $8,415-56.6% | $13,708-73.4% | $7,339-50.3% |