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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 | $42,753 | $99,345-57.0% | $84,753-49.6% | $273,972-84.4% |
| Participation rate | 54.2% | 80.7%-26.5pp | 76.6%-22.4pp | 83.0%-28.8pp |
| Annual return | 6.82% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,999 | $4,214-52.6% | $3,574-44.1% | $4,869-58.9% |
| Participant deferral / active EE | $4,450 | $4,270+4.2% | $3,712+19.9% | $5,287-15.8% |
| Admin fee / account holder | $2,948 | $6,645-55.6% | $5,333-44.7% | $10,133-70.9% |