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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 | $75,541-47.0% | $152,093-73.7% | $82,637-51.5% |
| Participation rate | 53.2% | 66.5%-13.3pp | 77.8%-24.5pp | 68.1%-14.8pp |
| Annual return | 19.05% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $2,105 | $2,622-19.7% | $4,175-49.6% | $2,552-17.5% |
| Participant deferral / active EE | $4,437 | $3,206+38.4% | $5,451-18.6% | $4,126+7.5% |
| Admin fee / account holder | $5,414 | $6,405-15.5% | $14,497-62.7% | $7,339-26.2% |