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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 | $43,015 | $81,262-47.1% | $155,602-72.4% | $80,911-46.8% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.6%-13.8pp |
| Annual return | 14.41% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,270 | $3,102-26.8% | $4,675-51.4% | $2,756-17.6% |
| Participant deferral / active EE | $4,698 | $3,451+36.1% | $5,629-16.5% | $4,297+9.3% |
| Admin fee / account holder | $10,360 | $7,992+29.6% | $15,923-34.9% | $6,935+49.4% |