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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 | $37,446 | $46,599-19.6% | $64,101-41.6% | $75,173-50.2% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.1pp |
| Annual return | 17.58% | 26.06%-8.5pp | 33.72%-16.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,873 | $1,975-5.2% | $2,749-31.9% | $2,671-29.9% |
| Participant deferral / active EE | $4,113 | $2,837+45.0% | $3,881+6.0% | $4,126-0.3% |
| Admin fee / account holder | $3,896 | $2,956+31.8% | $3,070+26.9% | $5,651-31.0% |