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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 | $41,732 | $65,367-36.2% | $92,915-55.1% | $72,976-42.8% |
| Participation rate | 60.4% | 68.3%-7.9pp | 76.0%-15.6pp | 69.5%-9.1pp |
| Annual return | 27.09% | 42.11%-15.0pp | 109.45%-82.4pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,917 | $2,594-26.1% | $3,653-47.5% | $2,440-21.4% |
| Participant deferral / active EE | $4,988 | $3,128+59.5% | $4,238+17.7% | $3,608+38.3% |
| Admin fee / account holder | $2,576 | $4,251-39.4% | $5,796-55.5% | $5,124-49.7% |