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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 | $41,520 | $81,358-49.0% | $155,556-73.3% | $80,959-48.7% |
| Participation rate | 57.0% | 66.3%-9.3pp | 78.2%-21.2pp | 67.7%-10.7pp |
| Annual return | 12.58% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,856 | $3,106-40.2% | $4,675-60.3% | $2,757-32.7% |
| Participant deferral / active EE | $4,889 | $3,455+41.5% | $5,631-13.2% | $4,300+13.7% |
| Admin fee / account holder | $6,855 | $7,994-14.2% | $15,885-56.8% | $6,925-1.0% |