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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 | $45,785 | $76,407-40.1% | $150,298-69.5% | $82,448-44.5% |
| Participation rate | 65.7% | 66.4%-0.7pp | 77.8%-12.0pp | 68.1%-2.4pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,362 | $2,614-9.6% | $4,154-43.1% | $2,551-7.4% |
| Participant deferral / active EE | $3,207 | $3,214-0.2% | $5,453-41.2% | $4,139-22.5% |
| Admin fee / account holder | $3,688 | $6,352-41.9% | $14,116-73.9% | $7,234-49.0% |