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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 | $39,494 | $76,551-48.4% | $123,894-68.1% | $62,881-37.2% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 8.78% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,697 | $2,882-41.1% | $4,617-63.2% | $2,281-25.6% |
| Participant deferral / active EE | $4,843 | $4,840+0.1% | $5,984-19.1% | $3,203+51.2% |
| Admin fee / account holder | $7,493 | $4,826+55.3% | $8,357-10.3% | $4,296+74.4% |