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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 | $41,009 | $76,407-46.3% | $150,298-72.7% | $82,448-50.3% |
| Participation rate | 60.2% | 66.4%-6.2pp | 77.8%-17.5pp | 68.1%-7.8pp |
| Annual return | 23.06% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,757 | $2,614-32.8% | $4,154-57.7% | $2,551-31.1% |
| Participant deferral / active EE | $4,412 | $3,214+37.3% | $5,453-19.1% | $4,139+6.6% |
| Admin fee / account holder | $5,825 | $6,352-8.3% | $14,116-58.7% | $7,234-19.5% |