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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 | $58,528 | $174,018-66.4% | $136,833-57.2% | $198,609-70.5% |
| Participation rate | 45.5% | 65.1%-19.7pp | 59.0%-13.6pp | 82.4%-36.9pp |
| Annual return | 16.99% | 35.16%-18.2pp | 35.32%-18.3pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,286 | $1,571-18.2% | $1,319-2.5% | $5,055-74.6% |
| Participant deferral / active EE | $3,943 | $2,873+37.2% | $2,441+61.5% | $6,977-43.5% |
| Admin fee / account holder | $2,662 | $5,434-51.0% | $4,706-43.4% | $19,030-86.0% |