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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 | $41,587 | $54,757-24.1% | $90,300-53.9% | $72,983-43.0% |
| Participation rate | 50.9% | 65.1%-14.2pp | 73.3%-22.3pp | 69.5%-18.5pp |
| Annual return | 28.16% | 30.63%-2.5pp | 78.11%-50.0pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,034 | $2,092-50.6% | $2,854-63.8% | $2,440-57.6% |
| Participant deferral / active EE | $5,409 | $2,887+87.4% | $3,884+39.3% | $3,608+49.9% |
| Admin fee / account holder | $1,846 | $3,972-53.5% | $5,353-65.5% | $5,124-64.0% |