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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 | $40,200 | $87,060-53.8% | $105,591-61.9% | $80,911-50.3% |
| Participation rate | 56.7% | 70.4%-13.8pp | 75.3%-18.6pp | 67.6%-11.0pp |
| Annual return | 13.71% | 17.05%-3.3pp | 116.43%-102.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,474 | $2,396-38.5% | $3,166-53.4% | $2,756-46.5% |
| Participant deferral / active EE | $2,946 | $3,986-26.1% | $5,008-41.2% | $4,297-31.4% |
| Admin fee / account holder | $3,830 | $8,442-54.6% | $11,024-65.3% | $6,935-44.8% |