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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 | $40,634 | $45,312-10.3% | $86,233-52.9% | $67,986-40.2% |
| Participation rate | 24.6% | 42.4%-17.8pp | 69.0%-44.4pp | 57.2%-32.6pp |
| Annual return | 18.70% | 24.79%-6.1pp | 61.39%-42.7pp | 31.67%-13.0pp |
| Employer contribution / active EE | $795 | $1,160-31.4% | $2,504-68.2% | $2,019-60.6% |
| Participant deferral / active EE | $2,081 | $2,185-4.7% | $4,559-54.4% | $3,358-38.0% |
| Admin fee / account holder | $1,508 | $3,295-54.2% | $8,342-81.9% | $3,203-52.9% |