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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 | $43,559 | $96,508-54.9% | $75,901-42.6% | $152,897-71.5% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.5%-18.2pp |
| Annual return | 18.55% | 33.99%-15.4pp | 30.76%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $2,323 | $3,310-29.8% | $2,501-7.1% | $4,764-51.2% |
| Participant deferral / active EE | $4,382 | $4,554-3.8% | $3,603+21.6% | $5,851-25.1% |
| Admin fee / account holder | $2,062 | $8,081-74.5% | $5,420-61.9% | $11,599-82.2% |