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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 | $35,669 | $55,889-36.2% | $76,119-53.1% | $80,935-55.9% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 16.44% | 20.58%-4.1pp | 361.25%-344.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,406 | $1,866+28.9% | $2,693-10.6% | $2,757-12.7% |
| Participant deferral / active EE | $5,305 | $3,051+73.9% | $4,259+24.6% | $4,299+23.4% |
| Admin fee / account holder | $9,470 | $5,241+80.7% | $6,421+47.5% | $6,924+36.8% |