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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 | $63,188 | $108,825-41.9% | $156,181-59.5% | $82,448-23.4% |
| Participation rate | 57.9% | 72.4%-14.5pp | 78.8%-20.9pp | 68.1%-10.2pp |
| Annual return | 16.29% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,363 | $2,870+17.2% | $4,294-21.7% | $2,551+31.8% |
| Participant deferral / active EE | $3,859 | $4,577-15.7% | $6,132-37.1% | $4,139-6.8% |
| Admin fee / account holder | $1,828 | $9,341-80.4% | $14,586-87.5% | $7,234-74.7% |