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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 | $40,937 | $76,407-46.4% | $150,298-72.8% | $82,448-50.3% |
| Participation rate | 53.3% | 66.4%-13.1pp | 77.8%-24.4pp | 68.1%-14.7pp |
| Annual return | 14.54% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,230 | $2,614-52.9% | $4,154-70.4% | $2,551-51.8% |
| Participant deferral / active EE | $2,026 | $3,214-37.0% | $5,453-62.8% | $4,139-51.0% |
| Admin fee / account holder | $3,002 | $6,352-52.7% | $14,116-78.7% | $7,234-58.5% |