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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 | $41,680 | $86,922-52.0% | $102,438-59.3% | $80,874-48.5% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.6%-13.0pp |
| Annual return | 11.97% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,795 | $2,369-24.2% | $3,024-40.6% | $2,756-34.9% |
| Participant deferral / active EE | $3,773 | $4,119-8.4% | $5,054-25.3% | $4,297-12.2% |
| Admin fee / account holder | $4,899 | $8,050-39.1% | $9,448-48.2% | $6,935-29.4% |