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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 | $42,551 | $81,446-47.8% | $103,374-58.8% | $80,874-47.4% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 13.05% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,202 | $3,107-29.1% | $3,869-43.1% | $2,756-20.1% |
| Participant deferral / active EE | $5,256 | $3,870+35.8% | $5,058+3.9% | $4,297+22.3% |
| Admin fee / account holder | $3,737 | $6,715-44.3% | $8,394-55.5% | $6,935-46.1% |