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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 | $44,317 | $78,690-43.7% | $161,489-72.6% | $87,485-49.3% |
| Participation rate | 59.4% | 67.5%-8.1pp | 78.7%-19.3pp | 68.9%-9.6pp |
| Annual return | 22.76% | 32.74%-10.0pp | 89.72%-67.0pp | 26.06%-3.3pp |
| Employer contribution / active EE | $2,155 | $2,588-16.7% | $4,268-49.5% | $2,596-17.0% |
| Participant deferral / active EE | $4,497 | $3,311+35.8% | $5,630-20.1% | $4,274+5.2% |
| Admin fee / account holder | $1,090 | $6,724-83.8% | $16,006-93.2% | $7,775-86.0% |