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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 | $42,983 | $86,940-50.6% | $102,434-58.0% | $80,935-46.9% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 12.08% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,171 | $2,370-8.4% | $3,023-28.2% | $2,757-21.2% |
| Participant deferral / active EE | $3,597 | $4,121-12.7% | $5,055-28.8% | $4,299-16.3% |
| Admin fee / account holder | $5,685 | $8,047-29.4% | $9,462-39.9% | $6,924-17.9% |