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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 | $43,334 | $65,364-33.7% | $92,909-53.4% | $72,975-40.6% |
| Participation rate | 51.8% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.7pp |
| Annual return | 22.37% | 42.11%-19.7pp | 109.44%-87.1pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,397 | $2,594-46.2% | $3,653-61.8% | $2,440-42.8% |
| Participant deferral / active EE | $2,391 | $3,128-23.6% | $4,238-43.6% | $3,608-33.7% |
| Admin fee / account holder | $4,994 | $4,251+17.5% | $5,795-13.8% | $5,124-2.5% |