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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 | $38,516 | $56,054-31.3% | $171,082-77.5% | $62,881-38.7% |
| Participation rate | 39.5% | 62.9%-23.4pp | 76.7%-37.2pp | 69.3%-29.8pp |
| Annual return | 10.51% | 22.52%-12.0pp | 32.56%-22.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,296 | $1,731-25.1% | $4,002-67.6% | $2,281-43.2% |
| Participant deferral / active EE | $1,967 | $3,158-37.7% | $4,797-59.0% | $3,203-38.6% |
| Admin fee / account holder | $4,320 | $3,647+18.5% | $8,520-49.3% | $4,296+0.6% |