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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 | $44,236 | $72,272-38.8% | $101,264-56.3% | $79,858-44.6% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 13.31% | 22.30%-9.0pp | 46.48%-33.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $2,564 | $2,692-4.7% | $3,660-29.9% | $2,471+3.8% |
| Participant deferral / active EE | $3,777 | $3,282+15.1% | $4,370-13.6% | $3,740+1.0% |
| Admin fee / account holder | $19,217 | $4,401+336.7% | $5,947+223.1% | $5,306+262.2% |