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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 | $40,545 | $65,361-38.0% | $92,903-56.4% | $72,983-44.4% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 19.12% | 42.11%-23.0pp | 109.43%-90.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,648 | $2,594-36.5% | $3,653-54.9% | $2,440-32.5% |
| Participant deferral / active EE | $4,276 | $3,128+36.7% | $4,238+0.9% | $3,608+18.5% |
| Admin fee / account holder | $1,467 | $4,251-65.5% | $5,795-74.7% | $5,124-71.4% |