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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 | $40,730 | $105,284-61.3% | $150,734-73.0% | $94,015-56.7% |
| Participation rate | 62.0% | 71.7%-9.7pp | 78.4%-16.4pp | 70.8%-8.8pp |
| Annual return | 16.04% | 15.67%+0.4pp | 600.81%-584.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,768 | $3,599-50.9% | $4,918-64.1% | $2,790-36.6% |
| Participant deferral / active EE | $4,077 | $4,274-4.6% | $5,610-27.3% | $4,249-4.1% |
| Admin fee / account holder | $1,091 | $9,839-88.9% | $14,905-92.7% | $8,951-87.8% |