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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 | $47,187 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 23.45% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,418 | $3,444-29.8% | $4,554-46.9% | $2,551-5.2% |
| Participant deferral / active EE | $5,766 | $6,519-11.6% | $7,897-27.0% | $4,139+39.3% |
| Admin fee / account holder | $4,405 | $8,390-47.5% | $13,129-66.5% | $7,234-39.1% |