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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 | $54,232 | $54,757-1.0% | $90,300-39.9% | $72,983-25.7% |
| Participation rate | 45.9% | 65.1%-19.2pp | 73.3%-27.3pp | 69.5%-23.5pp |
| Annual return | 21.36% | 30.63%-9.3pp | 78.11%-56.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $3,663 | $2,092+75.0% | $2,854+28.3% | $2,440+50.1% |
| Participant deferral / active EE | $3,572 | $2,887+23.7% | $3,884-8.1% | $3,608-1.0% |
| Admin fee / account holder | $2,289 | $3,972-42.4% | $5,353-57.2% | $5,124-55.3% |