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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 | $77,814-43.0% | $158,223-72.0% | $86,983-49.1% |
| Participation rate | 59.4% | 68.4%-9.0pp | 79.2%-19.8pp | 69.5%-10.2pp |
| Annual return | 22.76% | 30.54%-7.8pp | 52.09%-29.3pp | 25.83%-3.1pp |
| Employer contribution / active EE | $2,155 | $2,592-16.9% | $4,109-47.6% | $2,584-16.6% |
| Participant deferral / active EE | $4,497 | $3,270+37.5% | $5,467-17.7% | $4,194+7.2% |
| Admin fee / account holder | $1,090 | $5,879-81.5% | $16,047-93.2% | $7,856-86.1% |