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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 | $41,899 | $106,524-60.7% | $152,301-72.5% | $87,485-52.1% |
| Participation rate | 56.4% | 75.8%-19.3pp | 82.4%-26.0pp | 68.9%-12.5pp |
| Annual return | 24.98% | 26.89%-1.9pp | 80.50%-55.5pp | 26.06%-1.1pp |
| Employer contribution / active EE | $1,896 | $3,371-43.8% | $4,624-59.0% | $2,596-27.0% |
| Participant deferral / active EE | $3,875 | $6,525-40.6% | $8,004-51.6% | $4,274-9.3% |
| Admin fee / account holder | $1,471 | $8,287-82.3% | $14,398-89.8% | $7,775-81.1% |