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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 | $44,603 | $71,873-37.9% | $86,698-48.6% | $68,490-34.9% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.3pp | 67.9%-9.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,425 | $2,173+11.6% | $2,837-14.5% | $2,597-6.6% |
| Participant deferral / active EE | $5,551 | $3,779+46.9% | $4,656+19.2% | $4,028+37.8% |
| Admin fee / account holder | $2,600 | $6,110-57.4% | $7,492-65.3% | $5,403-51.9% |