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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 | $41,129 | $52,580-21.8% | $71,671-42.6% | $70,126-41.3% |
| Participation rate | 45.6% | 60.9%-15.3pp | 68.7%-23.2pp | 69.5%-24.0pp |
| Annual return | 15.21% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,786 | $1,616+10.5% | $2,460-27.4% | $2,343-23.8% |
| Participant deferral / active EE | $3,289 | $2,386+37.8% | $3,438-4.3% | $3,332-1.3% |
| Admin fee / account holder | $1,162 | $3,653-68.2% | $5,558-79.1% | $4,645-75.0% |