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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 | $31,463 | $64,359-51.1% | $90,161-65.1% | $70,124-55.1% |
| Participation rate | 59.0% | 70.4%-11.5pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 21.02% | 28.13%-7.1pp | 34.89%-13.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,744 | $2,046-14.7% | $3,318-47.4% | $2,342-25.5% |
| Participant deferral / active EE | $4,580 | $4,389+4.4% | $5,287-13.4% | $3,332+37.5% |
| Admin fee / account holder | $5,767 | $3,945+46.2% | $5,943-3.0% | $4,645+24.1% |