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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 | $43,907 | $93,598-53.1% | $135,974-67.7% | $75,173-41.6% |
| Participation rate | 52.9% | 75.2%-22.3pp | 81.9%-29.0pp | 67.2%-14.3pp |
| Annual return | 18.77% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,106 | $3,538-40.5% | $4,859-56.7% | $2,671-21.2% |
| Participant deferral / active EE | $3,691 | $6,405-42.4% | $7,760-52.4% | $4,126-10.6% |
| Admin fee / account holder | $1,402 | $6,978-79.9% | $10,767-87.0% | $5,651-75.2% |