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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 | $41,608 | $108,825-61.8% | $156,181-73.4% | $82,448-49.5% |
| Participation rate | 47.7% | 72.4%-24.7pp | 78.8%-31.1pp | 68.1%-20.4pp |
| Annual return | 16.71% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,726 | $2,870-39.9% | $4,294-59.8% | $2,551-32.3% |
| Participant deferral / active EE | $4,100 | $4,577-10.4% | $6,132-33.1% | $4,139-0.9% |
| Admin fee / account holder | $11,015 | $9,341+17.9% | $14,586-24.5% | $7,234+52.3% |