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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 | $84,458-52.0% | $102,184-60.3% | $64,340-37.0% |
| Participation rate | 63.2% | 74.2%-11.0pp | 82.6%-19.4pp | 55.2%+8.0pp |
| Annual return | 16.74% | 45.73%-29.0pp | 31.58%-14.8pp | 24.14%-7.4pp |
| Employer contribution / active EE | $1,044 | $2,412-56.7% | $3,594-70.9% | $1,862-43.9% |
| Participant deferral / active EE | $3,812 | $6,208-38.6% | $8,309-54.1% | $2,980+27.9% |
| Admin fee / account holder | $1,671 | $2,926-42.9% | $11,609-85.6% | $3,703-54.9% |