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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 | $39,531 | $47,848-17.4% | $81,473-51.5% | $70,126-43.6% |
| Participation rate | 54.5% | 58.3%-3.7pp | 68.0%-13.4pp | 69.5%-15.0pp |
| Annual return | 24.36% | 27.25%-2.9pp | 38.78%-14.4pp | 73.15%-48.8pp |
| Employer contribution / active EE | $2,650 | $1,527+73.5% | $2,568+3.2% | $2,343+13.1% |
| Participant deferral / active EE | $1,747 | $2,453-28.8% | $3,537-50.6% | $3,332-47.6% |
| Admin fee / account holder | $1,758 | $3,145-44.1% | $4,561-61.5% | $4,645-62.2% |