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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 | $54,476 | $106,749-49.0% | $145,433-62.5% | $82,448-33.9% |
| Participation rate | 64.1% | 75.6%-11.5pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 17.08% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,550 | $3,444-26.0% | $4,554-44.0% | $2,5510% |
| Participant deferral / active EE | $5,828 | $6,519-10.6% | $7,897-26.2% | $4,139+40.8% |
| Admin fee / account holder | $6,244 | $8,390-25.6% | $13,129-52.4% | $7,234-13.7% |