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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 | $40,395 | $91,559-55.9% | $133,978-69.8% | $79,856-49.4% |
| Participation rate | 37.8% | 73.3%-35.5pp | 79.8%-42.0pp | 69.6%-31.8pp |
| Annual return | 23.05% | 61.85%-38.8pp | 45.10%-22.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,827 | $2,384-23.4% | $3,919-53.4% | $2,471-26.1% |
| Participant deferral / active EE | $2,860 | $3,734-23.4% | $5,047-43.3% | $3,741-23.5% |
| Admin fee / account holder | $1,626 | $6,321-74.3% | $8,930-81.8% | $5,306-69.4% |