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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 | $43,849 | $71,057-38.3% | $93,654-53.2% | $80,874-45.8% |
| Participation rate | 46.3% | 60.4%-14.2pp | 68.7%-22.5pp | 67.6%-21.4pp |
| Annual return | 16.42% | 11.26%+5.2pp | 133.34%-116.9pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,045 | $1,564+30.7% | $2,421-15.5% | $2,756-25.8% |
| Participant deferral / active EE | $4,625 | $4,034+14.7% | $4,413+4.8% | $4,297+7.6% |
| Admin fee / account holder | $549 | $6,944-92.1% | $8,282-93.4% | $6,935-92.1% |