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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 | $44,356 | $48,078-7.7% | $78,676-43.6% | $62,881-29.5% |
| Participation rate | 56.5% | 65.2%-8.7pp | 73.6%-17.0pp | 69.3%-12.8pp |
| Annual return | 5.41% | 31.36%-25.9pp | 62.19%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,121 | $2,015+54.9% | $2,850+9.5% | $2,281+36.8% |
| Participant deferral / active EE | $2,752 | $2,587+6.4% | $3,517-21.7% | $3,203-14.1% |
| Admin fee / account holder | $5,722 | $3,206+78.5% | $4,510+26.9% | $4,296+33.2% |