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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 | $41,893 | $65,361-35.9% | $92,903-54.9% | $72,983-42.6% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 25.47% | 42.11%-16.6pp | 109.43%-84.0pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,757 | $2,594-32.3% | $3,653-51.9% | $2,440-28.0% |
| Participant deferral / active EE | $2,699 | $3,128-13.7% | $4,238-36.3% | $3,608-25.2% |
| Admin fee / account holder | $1,806 | $4,251-57.5% | $5,795-68.8% | $5,124-64.7% |