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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 | $44,746-9.2% | $88,179-53.9% | $64,097-36.6% |
| Participation rate | 24.6% | 39.8%-15.2pp | 69.1%-44.5pp | 55.2%-30.6pp |
| Annual return | 18.70% | 24.70%-6.0pp | 64.97%-46.3pp | 34.64%-15.9pp |
| Employer contribution / active EE | $795 | $1,078-26.2% | $2,549-68.8% | $1,891-57.9% |
| Participant deferral / active EE | $2,081 | $2,072+0.4% | $4,614-54.9% | $3,080-32.4% |
| Admin fee / account holder | $1,508 | $3,437-56.1% | $7,673-80.3% | $3,454-56.4% |