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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 | $39,557 | $65,367-39.5% | $92,915-57.4% | $72,976-45.8% |
| Participation rate | 56.9% | 68.3%-11.4pp | 76.0%-19.1pp | 69.5%-12.6pp |
| Annual return | 27.27% | 42.11%-14.8pp | 109.45%-82.2pp | 81.02%-53.7pp |
| Employer contribution / active EE | $2,306 | $2,594-11.1% | $3,653-36.9% | $2,440-5.5% |
| Participant deferral / active EE | $5,389 | $3,128+72.3% | $4,238+27.2% | $3,608+49.4% |
| Admin fee / account holder | $1,395 | $4,251-67.2% | $5,796-75.9% | $5,124-72.8% |