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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 | $54,273 | $65,361-17.0% | $92,903-41.6% | $72,983-25.6% |
| Participation rate | 44.2% | 68.3%-24.1pp | 76.0%-31.8pp | 69.5%-25.3pp |
| Annual return | 42.16% | 42.11%+0.1pp | 109.43%-67.3pp | 81.01%-38.9pp |
| Employer contribution / active EE | $1,657 | $2,594-36.1% | $3,653-54.6% | $2,440-32.1% |
| Participant deferral / active EE | $4,768 | $3,128+52.4% | $4,238+12.5% | $3,608+32.2% |
| Admin fee / account holder | $1,489 | $4,251-65.0% | $5,795-74.3% | $5,124-70.9% |