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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 | $44,463 | $73,978-39.9% | $96,515-53.9% | $75,173-40.9% |
| Participation rate | 59.3% | 66.4%-7.1pp | 74.3%-15.0pp | 67.2%-7.9pp |
| Annual return | 18.52% | 26.72%-8.2pp | 35.73%-17.2pp | 160.72%-142.2pp |
| Employer contribution / active EE | $2,160 | $2,931-26.3% | $3,740-42.2% | $2,671-19.1% |
| Participant deferral / active EE | $3,940 | $3,660+7.6% | $4,880-19.3% | $4,126-4.5% |
| Admin fee / account holder | $5,150 | $5,219-1.3% | $6,735-23.5% | $5,651-8.9% |