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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 | $40,629 | $45,079-9.9% | $69,461-41.5% | $72,983-44.3% |
| Participation rate | 44.8% | 68.5%-23.7pp | 74.6%-29.8pp | 69.5%-24.7pp |
| Annual return | 22.11% | 22.65%-0.5pp | 28.97%-6.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,091 | $2,055-46.9% | $2,779-60.7% | $2,440-55.3% |
| Participant deferral / active EE | $1,748 | $2,603-32.8% | $3,536-50.6% | $3,608-51.5% |
| Admin fee / account holder | $1,611 | $3,056-47.3% | $3,840-58.1% | $5,124-68.6% |