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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 | $106,749-59.6% | $145,433-70.4% | $82,448-47.7% |
| Participation rate | 48.1% | 75.6%-27.6pp | 82.1%-34.1pp | 68.1%-20.0pp |
| Annual return | 14.38% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,056 | $3,444-40.3% | $4,554-54.8% | $2,551-19.4% |
| Participant deferral / active EE | $4,806 | $6,519-26.3% | $7,897-39.1% | $4,139+16.1% |
| Admin fee / account holder | $10,938 | $8,390+30.4% | $13,129-16.7% | $7,234+51.2% |