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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 | $38,839 | $70,418-44.8% | $96,570-59.8% | $85,847-54.8% |
| Participation rate | 56.8% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 14.82% | 18.59%-3.8pp | 37.79%-23.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,761 | $1,413+24.6% | $2,357-25.3% | $2,565-31.4% |
| Participant deferral / active EE | $3,882 | $2,894+34.1% | $3,849+0.8% | $3,952-1.8% |
| Admin fee / account holder | $1,311 | $4,995-73.8% | $6,182-78.8% | $6,261-79.1% |