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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 | $43,348 | $63,433-31.7% | $63,803-32.1% | $64,097-32.4% |
| Participation rate | 57.9% | 65.0%-7.1pp | 72.7%-14.8pp | 55.2%+2.8pp |
| Annual return | 15.11% | 20.74%-5.6pp | 543.72%-528.6pp | 34.64%-19.5pp |
| Employer contribution / active EE | $1,867 | $2,332-19.9% | $2,532-26.3% | $1,891-1.3% |
| Participant deferral / active EE | $2,393 | $3,119-23.3% | $3,843-37.7% | $3,080-22.3% |
| Admin fee / account holder | $5,868 | $1,489+293.9% | $5,196+12.9% | $3,454+69.9% |