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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 | $41,166 | $106,749-61.4% | $145,433-71.7% | $82,448-50.1% |
| Participation rate | 58.5% | 75.6%-17.1pp | 82.1%-23.6pp | 68.1%-9.5pp |
| Annual return | 19.08% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,270 | $3,444-34.1% | $4,554-50.2% | $2,551-11.0% |
| Participant deferral / active EE | $4,785 | $6,519-26.6% | $7,897-39.4% | $4,139+15.6% |
| Admin fee / account holder | $7,835 | $8,390-6.6% | $13,129-40.3% | $7,234+8.3% |