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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 | $39,313 | $65,367-39.9% | $92,915-57.7% | $72,976-46.1% |
| Participation rate | 42.1% | 68.3%-26.2pp | 76.0%-33.9pp | 69.5%-27.4pp |
| Annual return | 24.50% | 42.11%-17.6pp | 109.45%-84.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $1,261 | $2,594-51.4% | $3,653-65.5% | $2,440-48.3% |
| Participant deferral / active EE | $2,556 | $3,128-18.3% | $4,238-39.7% | $3,608-29.2% |
| Admin fee / account holder | $1,669 | $4,251-60.7% | $5,796-71.2% | $5,124-67.4% |