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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 | $40,734 | $37,436+8.8% | $77,513-47.4% | $79,858-49.0% |
| Participation rate | 25.9% | 41.5%-15.7pp | 54.2%-28.3pp | 69.6%-43.8pp |
| Annual return | 13.88% | 39.75%-25.9pp | 54.81%-40.9pp | 31.72%-17.8pp |
| Employer contribution / active EE | $397 | $637-37.7% | $987-59.8% | $2,471-83.9% |
| Participant deferral / active EE | $1,258 | $1,261-0.2% | $1,861-32.4% | $3,740-66.4% |
| Admin fee / account holder | $1,544 | $2,505-38.4% | $2,859-46.0% | $5,306-70.9% |