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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 | $44,338 | $40,275+10.1% | $57,356-22.7% | $59,633-25.6% |
| Participation rate | 65.2% | 69.1%-3.9pp | 75.1%-9.9pp | 68.7%-3.5pp |
| Annual return | 5.39% | 27.52%-22.1pp | 24.41%-19.0pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $2,015 | $1,921+4.9% | $2,689-25.1% | $2,203-8.5% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,800 | $2,820-0.7% | $3,357-16.6% | $4,297-34.8% |