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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 | $40,812 | $57,575-29.1% | $124,067-67.1% | $86,983-53.1% |
| Participation rate | 48.0% | 62.3%-14.3pp | 66.9%-18.9pp | 69.5%-21.5pp |
| Annual return | 19.59% | 19.65%-0.1pp | 31.06%-11.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,300 | $1,615-19.6% | $2,166-40.0% | $2,584-49.7% |
| Participant deferral / active EE | $2,353 | $2,623-10.3% | $3,463-32.0% | $4,194-43.9% |
| Admin fee / account holder | $10,028 | $8,506+17.9% | $7,351+36.4% | $7,856+27.6% |