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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 | $42,655 | $115,225-63.0% | $100,712-57.6% | $138,895-69.3% |
| Participation rate | 52.2% | 74.3%-22.2pp | 69.3%-17.1pp | 79.9%-27.7pp |
| Annual return | 31.84% | 40.35%-8.5pp | 33.27%-1.4pp | 145.39%-113.6pp |
| Employer contribution / active EE | $2,272 | $2,771-18.0% | $2,313-1.8% | $4,194-45.8% |
| Participant deferral / active EE | $4,775 | $4,699+1.6% | $4,085+16.9% | $6,396-25.3% |
| Admin fee / account holder | $6,455 | $10,844-40.5% | $9,256-30.3% | $12,562-48.6% |