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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 | $40,454 | $72,492-44.2% | $87,104-53.6% | $72,975-44.6% |
| Participation rate | 52.5% | 72.8%-20.4pp | 76.9%-24.4pp | 69.5%-17.0pp |
| Annual return | 23.94% | 24.46%-0.5pp | 28.19%-4.3pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,391 | $1,894-26.5% | $2,521-44.8% | $2,440-43.0% |
| Participant deferral / active EE | $1,967 | $3,270-39.8% | $4,048-51.4% | $3,608-45.5% |
| Admin fee / account holder | $532 | $5,055-89.5% | $7,491-92.9% | $5,124-89.6% |