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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 | $58,522 | $65,361-10.5% | $92,903-37.0% | $72,983-19.8% |
| Participation rate | 42.6% | 68.3%-25.8pp | 76.0%-33.5pp | 69.5%-26.9pp |
| Annual return | 24.70% | 42.11%-17.4pp | 109.43%-84.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $1,274 | $2,594-50.9% | $3,653-65.1% | $2,440-47.8% |
| Participant deferral / active EE | $4,947 | $3,128+58.2% | $4,238+16.7% | $3,608+37.1% |
| Admin fee / account holder | $2,873 | $4,251-32.4% | $5,795-50.4% | $5,124-43.9% |