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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 | $41,178 | $45,343-9.2% | $150,298-72.6% | $67,986-39.4% |
| Participation rate | 47.6% | 51.9%-4.2pp | 77.8%-30.1pp | 57.2%-9.6pp |
| Annual return | 16.64% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,129 | $1,462-22.8% | $4,154-72.8% | $2,019-44.1% |
| Participant deferral / active EE | $2,314 | $2,055+12.6% | $5,453-57.6% | $3,358-31.1% |
| Admin fee / account holder | $3,417 | $2,250+51.9% | $14,116-75.8% | $3,203+6.7% |