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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 | $57,029 | $66,275-14.0% | $163,379-65.1% | $64,097-11.0% |
| Participation rate | 40.3% | 54.1%-13.8pp | 76.8%-36.5pp | 55.2%-14.9pp |
| Annual return | 18.01% | 32.72%-14.7pp | 63.41%-45.4pp | 34.64%-16.6pp |
| Employer contribution / active EE | $953 | $1,521-37.3% | $3,752-74.6% | $1,891-49.6% |
| Participant deferral / active EE | $3,257 | $3,126+4.2% | $6,282-48.2% | $3,080+5.8% |
| Admin fee / account holder | $5,471 | $4,569+19.7% | $9,818-44.3% | $3,454+58.4% |