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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 | $38,632 | $57,541-32.9% | $95,740-59.6% | $75,173-48.6% |
| Participation rate | 42.7% | 62.5%-19.8pp | 72.3%-29.6pp | 67.2%-24.5pp |
| Annual return | 19.78% | 34.93%-15.2pp | 28.41%-8.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,790 | $1,808-1.0% | $2,836-36.9% | $2,671-33.0% |
| Participant deferral / active EE | $3,815 | $3,074+24.1% | $4,244-10.1% | $4,126-7.5% |
| Admin fee / account holder | $4,036 | $4,099-1.5% | $5,676-28.9% | $5,651-28.6% |