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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 | $86,050-52.4% | $189,758-78.4% | $94,015-56.5% |
| Participation rate | 53.3% | 68.9%-15.6pp | 79.8%-26.5pp | 70.8%-17.5pp |
| Annual return | 14.54% | 17.77%-3.2pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,230 | $2,819-56.4% | $4,767-74.2% | $2,790-55.9% |
| Participant deferral / active EE | $2,026 | $3,349-39.5% | $5,856-65.4% | $4,249-52.3% |
| Admin fee / account holder | $3,002 | $6,627-54.7% | $20,388-85.3% | $8,951-66.5% |