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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 | $40,569 | $51,202-20.8% | $70,548-42.5% | $75,181-46.0% |
| Participation rate | 53.8% | 61.0%-7.1pp | 68.3%-14.5pp | 67.2%-13.4pp |
| Annual return | 19.60% | 30.05%-10.5pp | 32.78%-13.2pp | 160.69%-141.1pp |
| Employer contribution / active EE | $966 | $1,827-47.1% | $2,975-67.5% | $2,671-63.8% |
| Participant deferral / active EE | $1,396 | $2,850-51.0% | $4,567-69.4% | $4,126-66.2% |
| Admin fee / account holder | $4,886 | $4,094+19.3% | $6,424-23.9% | $5,650-13.5% |