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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 | $50,398 | $51,166-1.5% | $70,544-28.6% | $71,511-29.5% |
| Participation rate | 40.3% | 59.4%-19.0pp | 68.4%-28.0pp | 67.9%-27.6pp |
| Annual return | 23.56% | 42.71%-19.2pp | 32.79%-9.2pp | 28.86%-5.3pp |
| Employer contribution / active EE | $2,336 | $1,793+30.2% | $2,976-21.5% | $2,589-9.8% |
| Participant deferral / active EE | $2,747 | $3,031-9.4% | $4,568-39.9% | $4,291-36.0% |
| Admin fee / account holder | $13,176 | $2,000+558.8% | $6,427+105.0% | $1,588+729.5% |