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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 | $86,050-46.8% | $189,758-75.9% | $94,015-51.3% |
| Participation rate | 65.7% | 68.9%-3.2pp | 79.8%-14.1pp | 70.8%-5.1pp |
| Annual return | 14.59% | 17.77%-3.2pp | 52.62%-38.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,362 | $2,819-16.2% | $4,767-50.4% | $2,790-15.3% |
| Participant deferral / active EE | $3,207 | $3,349-4.2% | $5,856-45.2% | $4,249-24.5% |
| Admin fee / account holder | $3,688 | $6,627-44.3% | $20,388-81.9% | $8,951-58.8% |