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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 | $42,101 | $102,245-58.8% | $89,340-52.9% | $137,256-69.3% |
| Participation rate | 52.2% | 74.9%-22.7pp | 69.6%-17.4pp | 80.0%-27.8pp |
| Annual return | 18.93% | 21.89%-3.0pp | 20.57%-1.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,465 | $2,529-42.1% | $2,231-34.3% | $4,156-64.7% |
| Participant deferral / active EE | $4,031 | $4,436-9.1% | $3,823+5.4% | $6,407-37.1% |
| Admin fee / account holder | $11,261 | $8,085+39.3% | $6,704+68.0% | $12,270-8.2% |