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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 | $43,632 | $78,520-44.4% | $96,576-54.8% | $82,448-47.1% |
| Participation rate | 69.8% | 77.7%-8.0pp | 81.4%-11.7pp | 68.1%+1.7pp |
| Annual return | 15.88% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,295 | $2,630-12.7% | $3,553-35.4% | $2,551-10.0% |
| Participant deferral / active EE | $4,730 | $6,754-30.0% | $7,956-40.5% | $4,139+14.3% |
| Admin fee / account holder | $2,880 | $13,455-78.6% | $11,381-74.7% | $7,234-60.2% |