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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 | $40,281 | $124,425-67.6% | $112,040-64.0% | $137,256-70.7% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 14.35% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,328 | $3,411-61.1% | $2,954-55.1% | $4,156-68.1% |
| Participant deferral / active EE | $2,623 | $5,718-54.1% | $5,098-48.5% | $6,407-59.1% |
| Admin fee / account holder | $318 | $15,207-97.9% | $12,098-97.4% | $12,270-97.4% |