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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 | $38,193 | $57,541-33.6% | $95,740-60.1% | $75,173-49.2% |
| Participation rate | 48.2% | 62.5%-14.3pp | 72.3%-24.0pp | 67.2%-19.0pp |
| Annual return | 21.91% | 34.93%-13.0pp | 28.41%-6.5pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,347 | $1,808+29.8% | $2,836-17.3% | $2,671-12.1% |
| Participant deferral / active EE | $3,833 | $3,074+24.7% | $4,244-9.7% | $4,126-7.1% |
| Admin fee / account holder | $1,125 | $4,099-72.5% | $5,676-80.2% | $5,651-80.1% |