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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 | $106,864-57.1% | $147,318-68.9% | $82,637-44.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 15.79% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,002 | $3,417-12.1% | $4,593-34.6% | $2,552+17.6% |
| Participant deferral / active EE | $5,306 | $6,496-18.3% | $7,906-32.9% | $4,126+28.6% |
| Admin fee / account holder | $5,585 | $8,415-33.6% | $13,708-59.3% | $7,339-23.9% |