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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 | $45,841 | $106,524-57.0% | $152,301-69.9% | $87,485-47.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 15.79% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,002 | $3,371-10.9% | $4,624-35.1% | $2,596+15.6% |
| Participant deferral / active EE | $5,306 | $6,525-18.7% | $8,004-33.7% | $4,274+24.1% |
| Admin fee / account holder | $5,585 | $8,287-32.6% | $14,398-61.2% | $7,775-28.2% |