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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 | $41,490 | $95,404-56.5% | $113,397-63.4% | $82,637-49.8% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 17.00% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,517 | $2,307+9.1% | $2,977-15.4% | $2,552-1.4% |
| Participant deferral / active EE | $5,736 | $4,220+35.9% | $5,076+13.0% | $4,126+39.0% |
| Admin fee / account holder | $1,572 | $9,168-82.9% | $11,957-86.9% | $7,339-78.6% |