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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 | $58,892 | $106,749-44.8% | $145,433-59.5% | $82,448-28.6% |
| Participation rate | 44.7% | 75.6%-30.9pp | 82.1%-37.4pp | 68.1%-23.3pp |
| Annual return | 21.17% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,041 | $3,444-40.7% | $4,554-55.2% | $2,551-20.0% |
| Participant deferral / active EE | $4,824 | $6,519-26.0% | $7,897-38.9% | $4,139+16.6% |
| Admin fee / account holder | $2,536 | $8,390-69.8% | $13,129-80.7% | $7,234-64.9% |