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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 | $42,189 | $62,592-32.6% | $85,693-50.8% | $85,856-50.9% |
| Participation rate | 54.7% | 61.1%-6.5pp | 69.9%-15.2pp | 69.3%-14.7pp |
| Annual return | 17.06% | 23.77%-6.7pp | 21.49%-4.4pp | 318.58%-301.5pp |
| Employer contribution / active EE | $2,677 | $1,755+52.5% | $2,618+2.2% | $2,565+4.3% |
| Participant deferral / active EE | $4,170 | $2,802+48.8% | $3,923+6.3% | $3,952+5.5% |
| Admin fee / account holder | $6,166 | $4,643+32.8% | $6,874-10.3% | $6,261-1.5% |