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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 | $52,992 | $80,985-34.6% | $96,576-45.1% | $75,181-29.5% |
| Participation rate | 59.2% | 71.8%-12.6pp | 76.0%-16.8pp | 67.2%-8.0pp |
| Annual return | 15.37% | 27.05%-11.7pp | 25.87%-10.5pp | 160.69%-145.3pp |
| Employer contribution / active EE | $2,065 | $2,282-9.5% | $2,965-30.3% | $2,671-22.7% |
| Participant deferral / active EE | $5,945 | $3,929+51.3% | $4,851+22.5% | $4,126+44.1% |
| Admin fee / account holder | $3,204 | $6,719-52.3% | $8,253-61.2% | $5,650-43.3% |