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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 | $39,428 | $162,967-75.8% | $135,792-71.0% | $138,895-71.6% |
| Participation rate | 58.3% | 78.3%-20.0pp | 72.6%-14.3pp | 79.9%-21.6pp |
| Annual return | 20.12% | 30.08%-10.0pp | 25.96%-5.8pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,482 | $4,211-64.8% | $3,496-57.6% | $4,194-64.7% |
| Participant deferral / active EE | $4,110 | $5,640-27.1% | $4,759-13.6% | $6,396-35.7% |
| Admin fee / account holder | $1,639 | $15,306-89.3% | $12,266-86.6% | $12,562-87.0% |