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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 | $40,291 | $71,197-43.4% | $93,669-57.0% | $80,925-50.2% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.3pp | 67.7%-10.3pp |
| Annual return | 13.54% | 11.27%+2.3pp | 133.59%-120.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,891 | $1,565+212.6% | $2,424+101.8% | $2,756+77.5% |
| Participant deferral / active EE | $2,351 | $4,036-41.7% | $4,416-46.8% | $4,299-45.3% |
| Admin fee / account holder | $705 | $6,959-89.9% | $8,291-91.5% | $6,940-89.8% |