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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 | $39,662 | $73,988-46.4% | $96,538-58.9% | $75,177-47.2% |
| Participation rate | 48.2% | 66.4%-18.2pp | 74.3%-26.1pp | 67.2%-19.0pp |
| Annual return | 19.94% | 26.73%-6.8pp | 35.74%-15.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,265 | $2,930-22.7% | $3,740-39.4% | $2,671-15.2% |
| Participant deferral / active EE | $4,685 | $3,660+28.0% | $4,880-4.0% | $4,126+13.5% |
| Admin fee / account holder | $2,157 | $5,220-58.7% | $6,737-68.0% | $5,651-61.8% |