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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 | $49,744 | $65,361-23.9% | $92,903-46.5% | $72,983-31.8% |
| Participation rate | 54.4% | 68.3%-13.9pp | 76.0%-21.6pp | 69.5%-15.1pp |
| Annual return | 33.55% | 42.11%-8.6pp | 109.43%-75.9pp | 81.01%-47.5pp |
| Employer contribution / active EE | $1,923 | $2,594-25.9% | $3,653-47.4% | $2,440-21.2% |
| Participant deferral / active EE | $4,437 | $3,128+41.8% | $4,238+4.7% | $3,608+23.0% |
| Admin fee / account holder | $4,566 | $4,251+7.4% | $5,795-21.2% | $5,124-10.9% |