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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 | $51,023 | $65,364-21.9% | $92,909-45.1% | $72,975-30.1% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 25.99% | 42.11%-16.1pp | 109.44%-83.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $1,987 | $2,594-23.4% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $4,957 | $3,128+58.4% | $4,238+17.0% | $3,608+37.4% |
| Admin fee / account holder | $2,743 | $4,251-35.5% | $5,795-52.7% | $5,124-46.5% |