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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 | $40,062 | $76,407-47.6% | $150,298-73.3% | $82,448-51.4% |
| Participation rate | 53.2% | 66.4%-13.2pp | 77.8%-24.5pp | 68.1%-14.8pp |
| Annual return | 19.05% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,105 | $2,614-19.5% | $4,154-49.3% | $2,551-17.5% |
| Participant deferral / active EE | $4,437 | $3,214+38.0% | $5,453-18.6% | $4,139+7.2% |
| Admin fee / account holder | $5,414 | $6,352-14.8% | $14,116-61.6% | $7,234-25.2% |