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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 | $41,360 | $57,119-27.6% | $85,187-51.4% | $80,935-48.9% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 18.36% | 21.70%-3.3pp | 66.67%-48.3pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,299 | $1,802+27.6% | $2,732-15.9% | $2,757-16.6% |
| Participant deferral / active EE | $4,907 | $3,115+57.5% | $4,525+8.4% | $4,299+14.1% |
| Admin fee / account holder | $6,285 | $4,990+25.9% | $6,162+2.0% | $6,924-9.2% |