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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 | $41,092 | $87,166-52.9% | $76,735-46.4% | $137,256-70.1% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 19.31% | 26.50%-7.2pp | 29.77%-10.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,147 | $2,904-26.1% | $2,454-12.5% | $4,156-48.3% |
| Participant deferral / active EE | $4,486 | $4,726-5.1% | $4,088+9.7% | $6,407-30.0% |
| Admin fee / account holder | $1,990 | $8,403-76.3% | $7,189-72.3% | $12,270-83.8% |