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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 | $50,077 | $106,749-53.1% | $145,433-65.6% | $82,448-39.3% |
| Participation rate | 66.0% | 75.6%-9.7pp | 82.1%-16.2pp | 68.1%-2.1pp |
| Annual return | 17.05% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,437 | $3,444-29.2% | $4,554-46.5% | $2,551-4.5% |
| Participant deferral / active EE | $5,135 | $6,519-21.2% | $7,897-35.0% | $4,139+24.1% |
| Admin fee / account holder | $1,202 | $8,390-85.7% | $13,129-90.8% | $7,234-83.4% |