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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 | $46,572 | $49,255-5.4% | $70,494-33.9% | $79,856-41.7% |
| Participation rate | 39.3% | 69.2%-29.8pp | 75.1%-35.7pp | 69.6%-30.3pp |
| Annual return | 7.52% | 30.10%-22.6pp | 109.16%-101.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,140 | $2,100-45.7% | $2,738-58.4% | $2,471-53.9% |
| Participant deferral / active EE | $3,158 | $2,768+14.1% | $3,711-14.9% | $3,741-15.6% |
| Admin fee / account holder | $7,258 | $2,879+152.1% | $3,848+88.6% | $5,306+36.8% |