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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 | $41,710 | $45,087-7.5% | $69,483-40.0% | $72,976-42.8% |
| Participation rate | 40.6% | 68.5%-27.9pp | 74.6%-34.0pp | 69.5%-28.9pp |
| Annual return | 16.20% | 22.67%-6.5pp | 28.99%-12.8pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,060 | $2,055-48.4% | $2,780-61.9% | $2,440-56.6% |
| Participant deferral / active EE | $2,305 | $2,603-11.4% | $3,537-34.8% | $3,608-36.1% |
| Admin fee / account holder | $2,044 | $3,057-33.1% | $3,841-46.8% | $5,124-60.1% |