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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 | $42,291 | $81,504-48.1% | $102,437-58.7% | $80,959-47.8% |
| Participation rate | 45.7% | 66.9%-21.2pp | 74.5%-28.9pp | 67.7%-22.0pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,576 | $3,104-17.0% | $3,871-33.5% | $2,757-6.6% |
| Participant deferral / active EE | $6,426 | $3,871+66.0% | $5,060+27.0% | $4,300+49.4% |
| Admin fee / account holder | $8,493 | $6,719+26.4% | $8,388+1.3% | $6,925+22.6% |