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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 | $41,658 | $77,472-46.2% | $100,392-58.5% | $80,935-48.5% |
| Participation rate | 57.6% | 76.9%-19.4pp | 81.5%-23.9pp | 67.7%-10.1pp |
| Annual return | 13.11% | 37.26%-24.2pp | 49.45%-36.3pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,382 | $2,800+20.8% | $3,941-14.2% | $2,757+22.7% |
| Participant deferral / active EE | $7,495 | $6,818+9.9% | $8,090-7.4% | $4,299+74.3% |
| Admin fee / account holder | $2,743 | $5,885-53.4% | $7,904-65.3% | $6,924-60.4% |