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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 | $49,634 | $65,364-24.1% | $92,909-46.6% | $72,975-32.0% |
| Participation rate | 58.5% | 68.3%-9.8pp | 76.0%-17.5pp | 69.5%-11.0pp |
| Annual return | 22.11% | 42.11%-20.0pp | 109.44%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,398 | $2,594-7.6% | $3,653-34.4% | $2,440-1.7% |
| Participant deferral / active EE | $3,830 | $3,128+22.4% | $4,238-9.6% | $3,608+6.2% |
| Admin fee / account holder | $7,066 | $4,251+66.2% | $5,795+21.9% | $5,124+37.9% |