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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 | $45,543 | $72,114-36.8% | $108,745-58.1% | $62,881-27.6% |
| Participation rate | 58.2% | 74.6%-16.4pp | 77.7%-19.5pp | 69.3%-11.1pp |
| Annual return | 6.32% | 13.41%-7.1pp | 46.22%-39.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,822 | $2,694-32.3% | $3,323-45.2% | $2,281-20.1% |
| Participant deferral / active EE | $3,586 | $4,044-11.3% | $5,121-30.0% | $3,203+12.0% |
| Admin fee / account holder | $2,604 | $4,608-43.5% | $6,144-57.6% | $4,296-39.4% |