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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 | $37,034 | $55,902-33.8% | $76,030-51.3% | $80,959-54.3% |
| Participation rate | 51.7% | 62.1%-10.3pp | 69.1%-17.3pp | 67.7%-15.9pp |
| Annual return | 12.66% | 20.59%-7.9pp | 361.54%-348.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,501 | $1,867+34.0% | $2,688-6.9% | $2,757-9.3% |
| Participant deferral / active EE | $4,473 | $3,051+46.6% | $4,257+5.1% | $4,300+4.0% |
| Admin fee / account holder | $3,365 | $5,239-35.8% | $6,421-47.6% | $6,925-51.4% |