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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 | $46,457 | $76,407-39.2% | $150,298-69.1% | $82,448-43.7% |
| Participation rate | 56.1% | 66.4%-10.3pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 21.83% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,963 | $2,614-24.9% | $4,154-52.8% | $2,551-23.1% |
| Participant deferral / active EE | $4,492 | $3,214+39.7% | $5,453-17.6% | $4,139+8.5% |
| Admin fee / account holder | $3,362 | $6,352-47.1% | $14,116-76.2% | $7,234-53.5% |