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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 | $78,690-41.8% | $161,489-71.6% | $87,485-47.7% |
| Participation rate | 65.7% | 67.5%-1.8pp | 78.7%-13.0pp | 68.9%-3.2pp |
| Annual return | 14.59% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,362 | $2,588-8.7% | $4,268-44.7% | $2,596-9.0% |
| Participant deferral / active EE | $3,207 | $3,311-3.1% | $5,630-43.0% | $4,274-25.0% |
| Admin fee / account holder | $3,688 | $6,724-45.1% | $16,006-77.0% | $7,775-52.6% |