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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 | $40,889 | $51,202-20.1% | $70,548-42.0% | $75,181-45.6% |
| Participation rate | 59.5% | 61.0%-1.5pp | 68.3%-8.9pp | 67.2%-7.7pp |
| Annual return | 14.09% | 30.05%-16.0pp | 32.78%-18.7pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,188 | $1,827-35.0% | $2,975-60.1% | $2,671-55.5% |
| Participant deferral / active EE | $3,795 | $2,850+33.2% | $4,567-16.9% | $4,126-8.0% |
| Admin fee / account holder | $1,707 | $4,094-58.3% | $6,424-73.4% | $5,650-69.8% |