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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 | $44,172 | $93,598-52.8% | $135,974-67.5% | $75,173-41.2% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.3pp | 67.2%-13.5pp |
| Annual return | 18.96% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.8pp |
| Employer contribution / active EE | $3,832 | $3,538+8.3% | $4,859-21.1% | $2,671+43.5% |
| Participant deferral / active EE | $9,568 | $6,405+49.4% | $7,760+23.3% | $4,126+131.9% |
| Admin fee / account holder | $3,300 | $6,978-52.7% | $10,767-69.4% | $5,651-41.6% |