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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 | $37,808 | $81,504-53.6% | $102,437-63.1% | $80,959-53.3% |
| Participation rate | 41.4% | 66.9%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 13.89% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,340 | $3,104-56.8% | $3,871-65.4% | $2,757-51.4% |
| Participant deferral / active EE | $2,479 | $3,871-36.0% | $5,060-51.0% | $4,300-42.4% |
| Admin fee / account holder | $2,482 | $6,719-63.1% | $8,388-70.4% | $6,925-64.2% |