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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 | $47,116 | $106,749-55.9% | $145,433-67.6% | $82,448-42.9% |
| Participation rate | 42.6% | 75.6%-33.0pp | 82.1%-39.5pp | 68.1%-25.4pp |
| Annual return | 19.56% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,365 | $3,444-31.3% | $4,554-48.1% | $2,551-7.3% |
| Participant deferral / active EE | $4,309 | $6,519-33.9% | $7,897-45.4% | $4,139+4.1% |
| Admin fee / account holder | $4,095 | $8,390-51.2% | $13,129-68.8% | $7,234-43.4% |