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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 | $53,643 | $72,273-25.8% | $101,275-47.0% | $79,856-32.8% |
| Participation rate | 40.8% | 68.5%-27.6pp | 75.8%-35.0pp | 69.6%-28.8pp |
| Annual return | 12.61% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,742 | $2,691-35.3% | $3,660-52.4% | $2,471-29.5% |
| Participant deferral / active EE | $3,963 | $3,282+20.8% | $4,371-9.3% | $3,741+5.9% |
| Admin fee / account holder | $3,482 | $4,401-20.9% | $5,948-41.5% | $5,306-34.4% |