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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 | $43,100 | $106,864-59.7% | $147,318-70.7% | $82,637-47.8% |
| Participation rate | 48.1% | 75.5%-27.5pp | 82.1%-34.0pp | 68.1%-20.0pp |
| Annual return | 14.38% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,056 | $3,417-39.8% | $4,593-55.2% | $2,552-19.4% |
| Participant deferral / active EE | $4,806 | $6,496-26.0% | $7,906-39.2% | $4,126+16.5% |
| Admin fee / account holder | $10,938 | $8,415+30.0% | $13,708-20.2% | $7,339+49.0% |