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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 | $40,412 | $72,486-44.2% | $87,103-53.6% | $72,976-44.6% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 19.47% | 24.46%-5.0pp | 28.19%-8.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,336 | $1,894-29.5% | $2,521-47.0% | $2,440-45.3% |
| Participant deferral / active EE | $3,156 | $3,270-3.5% | $4,049-22.0% | $3,608-12.5% |
| Admin fee / account holder | $10,136 | $5,055+100.5% | $7,491+35.3% | $5,124+97.8% |