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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 | $43,546 | $90,400-51.8% | $186,193-76.6% | $87,485-50.2% |
| Participation rate | 59.4% | 66.2%-6.8pp | 77.1%-17.7pp | 68.9%-9.6pp |
| Annual return | 16.35% | 22.15%-5.8pp | 78.03%-61.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,504 | $2,170-30.7% | $3,918-61.6% | $2,596-42.1% |
| Participant deferral / active EE | $3,865 | $4,330-10.7% | $6,513-40.7% | $4,274-9.6% |
| Admin fee / account holder | $3,074 | $8,673-64.6% | $11,058-72.2% | $7,775-60.5% |