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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 | $39,410 | $72,273-45.5% | $101,275-61.1% | $79,856-50.6% |
| Participation rate | 37.4% | 68.5%-31.1pp | 75.8%-38.4pp | 69.6%-32.3pp |
| Annual return | 14.97% | 22.30%-7.3pp | 46.48%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,991 | $2,691-26.0% | $3,660-45.6% | $2,471-19.4% |
| Participant deferral / active EE | $1,935 | $3,282-41.0% | $4,371-55.7% | $3,741-48.3% |
| Admin fee / account holder | $4,711 | $4,401+7.0% | $5,948-20.8% | $5,306-11.2% |