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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 | $43,337 | $56,110-22.8% | $94,993-54.4% | $70,126-38.2% |
| Participation rate | 57.8% | 65.0%-7.2pp | 73.9%-16.1pp | 69.5%-11.8pp |
| Annual return | 22.45% | 51.02%-28.6pp | 27.14%-4.7pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,303 | $1,442-9.7% | $2,603-50.0% | $2,343-44.4% |
| Participant deferral / active EE | $2,249 | $2,391-5.9% | $3,317-32.2% | $3,332-32.5% |
| Admin fee / account holder | $5,046 | $3,456+46.0% | $4,960+1.7% | $4,645+8.6% |