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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 | $47,992 | $49,249-2.6% | $70,476-31.9% | $79,852-39.9% |
| Participation rate | 40.4% | 69.2%-28.8pp | 75.1%-34.7pp | 69.6%-29.3pp |
| Annual return | 13.69% | 30.09%-16.4pp | 109.12%-95.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,203 | $2,100-42.7% | $2,738-56.1% | $2,471-51.3% |
| Participant deferral / active EE | $2,003 | $2,769-27.7% | $3,710-46.0% | $3,740-46.5% |
| Admin fee / account holder | $5,275 | $2,878+83.3% | $3,847+37.1% | $5,306-0.6% |