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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 | $44,954 | $65,364-31.2% | $92,909-51.6% | $72,975-38.4% |
| Participation rate | 64.6% | 68.3%-3.7pp | 76.0%-11.4pp | 69.5%-4.9pp |
| Annual return | 16.52% | 42.11%-25.6pp | 109.44%-92.9pp | 81.01%-64.5pp |
| Employer contribution / active EE | $2,553 | $2,594-1.6% | $3,653-30.1% | $2,440+4.6% |
| Participant deferral / active EE | $1,782 | $3,128-43.0% | $4,238-57.9% | $3,608-50.6% |
| Admin fee / account holder | $2,916 | $4,251-31.4% | $5,795-49.7% | $5,124-43.1% |