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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 | $40,144 | $80,992-50.4% | $96,534-58.4% | $75,173-46.6% |
| Participation rate | 64.9% | 71.8%-6.9pp | 76.0%-11.1pp | 67.2%-2.3pp |
| Annual return | 15.30% | 27.05%-11.7pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $893 | $2,283-60.9% | $2,965-69.9% | $2,671-66.6% |
| Participant deferral / active EE | $2,470 | $3,929-37.1% | $4,851-49.1% | $4,126-40.1% |
| Admin fee / account holder | $2,079 | $6,717-69.1% | $8,253-74.8% | $5,651-63.2% |