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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 | $40,695 | $86,050-52.7% | $189,758-78.6% | $94,015-56.7% |
| Participation rate | 62.5% | 68.9%-6.4pp | 79.8%-17.3pp | 70.8%-8.3pp |
| Annual return | 19.09% | 17.77%+1.3pp | 52.62%-33.5pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,779 | $2,819-36.9% | $4,767-62.7% | $2,790-36.2% |
| Participant deferral / active EE | $4,864 | $3,349+45.3% | $5,856-16.9% | $4,249+14.5% |
| Admin fee / account holder | $2,906 | $6,627-56.1% | $20,388-85.7% | $8,951-67.5% |