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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 | $41,671 | $101,795-59.1% | $165,100-74.8% | $80,959-48.5% |
| Participation rate | 52.3% | 71.8%-19.6pp | 78.6%-26.4pp | 67.7%-15.4pp |
| Annual return | 22.44% | 16.73%+5.7pp | 70.21%-47.8pp | 35.67%-13.2pp |
| Employer contribution / active EE | $2,300 | $2,954-22.1% | $4,348-47.1% | $2,757-16.6% |
| Participant deferral / active EE | $5,461 | $4,476+22.0% | $6,035-9.5% | $4,300+27.0% |
| Admin fee / account holder | $6,833 | $8,221-16.9% | $12,696-46.2% | $6,925-1.3% |