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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 | $43,962 | $87,106-49.5% | $105,607-58.4% | $80,935-45.7% |
| Participation rate | 61.9% | 70.4%-8.5pp | 75.3%-13.4pp | 67.7%-5.8pp |
| Annual return | 28.50% | 17.01%+11.5pp | 116.11%-87.6pp | 35.66%-7.2pp |
| Employer contribution / active EE | $2,319 | $2,396-3.2% | $3,167-26.8% | $2,757-15.9% |
| Participant deferral / active EE | $4,499 | $3,986+12.9% | $5,011-10.2% | $4,299+4.6% |
| Admin fee / account holder | $494 | $8,447-94.1% | $10,958-95.5% | $6,924-92.9% |