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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 | $41,525 | $95,453-56.5% | $112,040-62.9% | $82,448-49.6% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.5%-40.4pp | 68.1%-32.0pp |
| Annual return | 19.63% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,227 | $2,318-47.0% | $2,954-58.5% | $2,551-51.9% |
| Participant deferral / active EE | $3,175 | $4,224-24.8% | $5,098-37.7% | $4,139-23.3% |
| Admin fee / account holder | $607 | $9,013-93.3% | $12,098-95.0% | $7,234-91.6% |