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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 | $39,124 | $106,749-63.3% | $145,433-73.1% | $82,448-52.5% |
| Participation rate | 61.3% | 75.6%-14.4pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 22.23% | 27.59%-5.4pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,946 | $3,444-14.5% | $4,554-35.3% | $2,551+15.5% |
| Participant deferral / active EE | $5,439 | $6,519-16.6% | $7,897-31.1% | $4,139+31.4% |
| Admin fee / account holder | $1,410 | $8,390-83.2% | $13,129-89.3% | $7,234-80.5% |