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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 | $88,996-53.8% | $78,004-47.3% | $138,895-70.4% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.4%-26.6pp | 79.9%-37.1pp |
| Annual return | 19.31% | 28.03%-8.7pp | 31.07%-11.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,147 | $2,917-26.4% | $2,469-13.0% | $4,194-48.8% |
| Participant deferral / active EE | $4,486 | $4,724-5.0% | $4,092+9.6% | $6,396-29.9% |
| Admin fee / account holder | $1,990 | $8,807-77.4% | $7,578-73.7% | $12,562-84.2% |