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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 | $43,846 | $78,520-44.2% | $96,576-54.6% | $82,448-46.8% |
| Participation rate | 63.2% | 77.7%-14.6pp | 81.4%-18.3pp | 68.1%-4.9pp |
| Annual return | 20.05% | 41.30%-21.3pp | 38.47%-18.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,844 | $2,630-29.9% | $3,553-48.1% | $2,551-27.7% |
| Participant deferral / active EE | $3,503 | $6,754-48.1% | $7,956-56.0% | $4,139-15.4% |
| Admin fee / account holder | $4,362 | $13,455-67.6% | $11,381-61.7% | $7,234-39.7% |