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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 | $41,960 | $106,749-60.7% | $145,433-71.1% | $82,448-49.1% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 17.33% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,839 | $3,444-17.6% | $4,554-37.7% | $2,551+11.3% |
| Participant deferral / active EE | $7,076 | $6,519+8.5% | $7,897-10.4% | $4,139+70.9% |
| Admin fee / account holder | $12,781 | $8,390+52.3% | $13,129-2.7% | $7,234+76.7% |