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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 | $42,733 | $84,953-49.7% | $163,379-73.8% | $82,637-48.3% |
| Participation rate | 58.6% | 65.9%-7.3pp | 76.8%-18.2pp | 68.1%-9.4pp |
| Annual return | 16.83% | 23.07%-6.2pp | 63.41%-46.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,557 | $2,183-28.7% | $3,752-58.5% | $2,552-39.0% |
| Participant deferral / active EE | $4,173 | $4,326-3.5% | $6,282-33.6% | $4,126+1.1% |
| Admin fee / account holder | $5,432 | $7,921-31.4% | $9,818-44.7% | $7,339-26.0% |