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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 | $40,874 | $77,908-47.5% | $149,696-72.7% | $75,173-45.6% |
| Participation rate | 59.7% | 65.6%-5.9pp | 78.8%-19.1pp | 67.2%-7.5pp |
| Annual return | 17.60% | 31.73%-14.1pp | 134.46%-116.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,616 | $3,138-16.6% | $4,821-45.7% | $2,671-2.1% |
| Participant deferral / active EE | $5,871 | $3,411+72.1% | $5,682+3.3% | $4,126+42.3% |
| Admin fee / account holder | $7,743 | $5,950+30.2% | $13,212-41.4% | $5,651+37.0% |