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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 | $40,540 | $76,696-47.1% | $96,515-58.0% | $71,511-43.3% |
| Participation rate | 39.7% | 66.6%-26.9pp | 74.3%-34.7pp | 67.9%-28.3pp |
| Annual return | 19.24% | 48.32%-29.1pp | 35.73%-16.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $1,345 | $3,032-55.6% | $3,740-64.0% | $2,589-48.1% |
| Participant deferral / active EE | $2,774 | $3,770-26.4% | $4,880-43.1% | $4,291-35.3% |
| Admin fee / account holder | $2,854 | $2,030+40.6% | $6,735-57.6% | $1,588+79.7% |