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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 | $40,545 | $82,879-51.1% | $96,576-58.0% | $67,986-40.4% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.4%-18.2pp | 57.2%+6.0pp |
| Annual return | 16.74% | 36.90%-20.2pp | 38.47%-21.7pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,044 | $2,727-61.7% | $3,553-70.6% | $2,019-48.3% |
| Participant deferral / active EE | $3,812 | $6,976-45.4% | $7,956-52.1% | $3,358+13.5% |
| Admin fee / account holder | $1,671 | $2,783-40.0% | $11,381-85.3% | $3,203-47.8% |