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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 | $106,864-60.8% | $147,318-71.6% | $82,637-49.3% |
| Participation rate | 56.4% | 75.5%-19.1pp | 82.1%-25.7pp | 68.1%-11.6pp |
| Annual return | 24.98% | 27.49%-2.5pp | 70.43%-45.5pp | 53.51%-28.5pp |
| Employer contribution / active EE | $1,896 | $3,417-44.5% | $4,593-58.7% | $2,552-25.7% |
| Participant deferral / active EE | $3,875 | $6,496-40.3% | $7,906-51.0% | $4,126-6.1% |
| Admin fee / account holder | $1,471 | $8,415-82.5% | $13,708-89.3% | $7,339-80.0% |