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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 | $42,185 | $65,364-35.5% | $92,909-54.6% | $72,975-42.2% |
| Participation rate | 63.9% | 68.3%-4.4pp | 76.0%-12.1pp | 69.5%-5.6pp |
| Annual return | 19.94% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,018 | $2,594-60.8% | $3,653-72.1% | $2,440-58.3% |
| Participant deferral / active EE | $2,461 | $3,128-21.3% | $4,238-41.9% | $3,608-31.8% |
| Admin fee / account holder | $4,182 | $4,251-1.6% | $5,795-27.8% | $5,124-18.4% |