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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 | $27,428 | $65,364-58.0% | $92,909-70.5% | $72,975-62.4% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 18.33% | 42.11%-23.8pp | 109.44%-91.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,054 | $2,594-20.8% | $3,653-43.8% | $2,440-15.8% |
| Participant deferral / active EE | $4,092 | $3,128+30.8% | $4,238-3.5% | $3,608+13.4% |
| Admin fee / account holder | $5,577 | $4,251+31.2% | $5,795-3.8% | $5,124+8.8% |