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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 | $78,197-43.9% | $98,090-55.3% | $82,637-46.9% |
| Participation rate | 63.2% | 77.5%-14.3pp | 81.5%-18.4pp | 68.1%-4.9pp |
| Annual return | 20.05% | 40.25%-20.2pp | 37.05%-17.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,844 | $2,605-29.2% | $3,606-48.9% | $2,552-27.7% |
| Participant deferral / active EE | $3,503 | $6,636-47.2% | $7,845-55.3% | $4,126-15.1% |
| Admin fee / account holder | $4,362 | $14,832-70.6% | $11,815-63.1% | $7,339-40.6% |