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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 | $47,037 | $106,749-55.9% | $145,433-67.7% | $82,448-42.9% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 21.86% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,500 | $3,444-27.4% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $7,412 | $6,519+13.7% | $7,897-6.1% | $4,139+79.1% |
| Admin fee / account holder | $5,899 | $8,390-29.7% | $13,129-55.1% | $7,234-18.5% |