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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 | $41,779 | $76,407-45.3% | $150,298-72.2% | $82,448-49.3% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 15.43% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,630 | $2,614+0.6% | $4,154-36.7% | $2,551+3.1% |
| Participant deferral / active EE | $2,958 | $3,214-8.0% | $5,453-45.8% | $4,139-28.5% |
| Admin fee / account holder | $5,310 | $6,352-16.4% | $14,116-62.4% | $7,234-26.6% |