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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 | $36,823 | $51,083-27.9% | $70,548-47.8% | $71,495-48.5% |
| Participation rate | 52.2% | 59.4%-7.2pp | 68.3%-16.2pp | 67.9%-15.8pp |
| Annual return | 22.64% | 42.64%-20.0pp | 32.78%-10.1pp | 28.85%-6.2pp |
| Employer contribution / active EE | $4,439 | $1,791+147.8% | $2,975+49.2% | $2,589+71.4% |
| Participant deferral / active EE | $6,758 | $3,028+123.2% | $4,567+48.0% | $4,291+57.5% |
| Admin fee / account holder | $9,152 | $1,995+358.7% | $6,424+42.5% | $1,588+476.4% |