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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 | $43,744 | $60,442-27.6% | $96,754-54.8% | $87,485-50.0% |
| Participation rate | 58.7% | 58.7%0pp | 70.3%-11.5pp | 68.9%-10.2pp |
| Annual return | 14.57% | 21.97%-7.4pp | 82.04%-67.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,868 | $1,691+10.5% | $2,679-30.3% | $2,596-28.0% |
| Participant deferral / active EE | $2,994 | $3,280-8.7% | $4,758-37.1% | $4,274-29.9% |
| Admin fee / account holder | $2,644 | $5,069-47.9% | $8,905-70.3% | $7,775-66.0% |