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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 | $76,407-46.7% | $150,298-72.9% | $82,448-50.6% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 19.09% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,779 | $2,614-32.0% | $4,154-57.2% | $2,551-30.3% |
| Participant deferral / active EE | $4,864 | $3,214+51.3% | $5,453-10.8% | $4,139+17.5% |
| Admin fee / account holder | $2,906 | $6,352-54.2% | $14,116-79.4% | $7,234-59.8% |