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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 | $49,943 | $106,524-53.1% | $152,301-67.2% | $87,485-42.9% |
| Participation rate | 61.1% | 75.8%-14.6pp | 82.4%-21.3pp | 68.9%-7.8pp |
| Annual return | 24.92% | 26.89%-2.0pp | 80.50%-55.6pp | 26.06%-1.1pp |
| Employer contribution / active EE | $2,778 | $3,371-17.6% | $4,624-39.9% | $2,596+7.0% |
| Participant deferral / active EE | $5,605 | $6,525-14.1% | $8,004-30.0% | $4,274+31.2% |
| Admin fee / account holder | $3,459 | $8,287-58.3% | $14,398-76.0% | $7,775-55.5% |