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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 | $77,814-47.4% | $158,223-74.1% | $86,983-52.9% |
| Participation rate | 53.3% | 68.4%-15.1pp | 79.2%-25.9pp | 69.5%-16.2pp |
| Annual return | 14.54% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,230 | $2,592-52.5% | $4,109-70.1% | $2,584-52.4% |
| Participant deferral / active EE | $2,026 | $3,270-38.0% | $5,467-62.9% | $4,194-51.7% |
| Admin fee / account holder | $3,002 | $5,879-48.9% | $16,047-81.3% | $7,856-61.8% |