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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 | $41,627 | $106,749-61.0% | $145,433-71.4% | $82,448-49.5% |
| Participation rate | 60.4% | 75.6%-15.2pp | 82.1%-21.7pp | 68.1%-7.7pp |
| Annual return | 31.29% | 27.59%+3.7pp | 66.58%-35.3pp | 41.64%-10.4pp |
| Employer contribution / active EE | $2,140 | $3,444-37.9% | $4,554-53.0% | $2,551-16.1% |
| Participant deferral / active EE | $4,430 | $6,519-32.0% | $7,897-43.9% | $4,139+7.0% |
| Admin fee / account holder | $1,633 | $8,390-80.5% | $13,129-87.6% | $7,234-77.4% |