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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 | $36,884 | $57,140-35.4% | $85,240-56.7% | $80,959-54.4% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 16.00% | 21.71%-5.7pp | 66.75%-50.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,139 | $1,802+18.7% | $2,735-21.8% | $2,757-22.4% |
| Participant deferral / active EE | $4,431 | $3,115+42.2% | $4,527-2.1% | $4,300+3.0% |
| Admin fee / account holder | $430 | $4,992-91.4% | $6,165-93.0% | $6,925-93.8% |