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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 | $46,996 | $78,423-40.1% | $95,964-51.0% | $79,856-41.1% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | 18.24% | 19.37%-1.1pp | 91.64%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,733 | $1,945-10.9% | $2,541-31.8% | $2,471-29.9% |
| Participant deferral / active EE | $4,506 | $3,440+31.0% | $4,167+8.1% | $3,741+20.5% |
| Admin fee / account holder | $3,330 | $5,622-40.8% | $6,797-51.0% | $5,306-37.2% |