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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 | $40,491 | $73,955-45.2% | $96,520-58.0% | $75,181-46.1% |
| Participation rate | 41.5% | 66.4%-24.9pp | 74.3%-32.8pp | 67.2%-25.7pp |
| Annual return | 17.72% | 26.72%-9.0pp | 35.72%-18.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,238 | $2,930-57.7% | $3,739-66.9% | $2,671-53.6% |
| Participant deferral / active EE | $2,330 | $3,659-36.3% | $4,879-52.2% | $4,126-43.5% |
| Admin fee / account holder | $3,206 | $5,217-38.5% | $6,733-52.4% | $5,650-43.2% |