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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 | $41,241 | $67,602-39.0% | $82,312-49.9% | $70,126-41.2% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.9%-24.0pp | 69.5%-16.7pp |
| Annual return | 12.22% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,357 | $1,755+34.3% | $2,428-2.9% | $2,343+0.6% |
| Participant deferral / active EE | $2,639 | $2,987-11.7% | $3,706-28.8% | $3,332-20.8% |
| Admin fee / account holder | $10,865 | $4,512+140.8% | $5,608+93.7% | $4,645+133.9% |