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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 | $41,440 | $81,487-49.1% | $102,412-59.5% | $80,935-48.8% |
| Participation rate | 56.7% | 66.8%-10.2pp | 74.5%-17.8pp | 67.7%-11.0pp |
| Annual return | 14.21% | 25.60%-11.4pp | 24.94%-10.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,346 | $3,103-24.4% | $3,870-39.4% | $2,757-14.9% |
| Participant deferral / active EE | $5,747 | $3,871+48.5% | $5,060+13.6% | $4,299+33.7% |
| Admin fee / account holder | $1,075 | $6,717-84.0% | $8,388-87.2% | $6,924-84.5% |