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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 | $42,205 | $112,729-62.6% | $98,716-57.2% | $137,256-69.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 19.69% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,475 | $2,725-45.9% | $2,279-35.2% | $4,156-64.5% |
| Participant deferral / active EE | $4,768 | $4,640+2.8% | $4,048+17.8% | $6,407-25.6% |
| Admin fee / account holder | $6,050 | $10,129-40.3% | $8,703-30.5% | $12,270-50.7% |