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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 | $44,428 | $106,864-58.4% | $147,318-69.8% | $82,637-46.2% |
| Participation rate | 47.2% | 75.5%-28.3pp | 82.1%-34.8pp | 68.1%-20.8pp |
| Annual return | 19.57% | 27.49%-7.9pp | 70.43%-50.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,984 | $3,417-41.9% | $4,593-56.8% | $2,552-22.3% |
| Participant deferral / active EE | $3,714 | $6,496-42.8% | $7,906-53.0% | $4,126-10.0% |
| Admin fee / account holder | $2,252 | $8,415-73.2% | $13,708-83.6% | $7,339-69.3% |