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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 | $40,506 | $56,110-27.8% | $94,993-57.4% | $70,126-42.2% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.9%-25.9pp | 69.5%-21.5pp |
| Annual return | 20.23% | 51.02%-30.8pp | 27.14%-6.9pp | 73.15%-52.9pp |
| Employer contribution / active EE | $600 | $1,442-58.4% | $2,603-77.0% | $2,343-74.4% |
| Participant deferral / active EE | $1,015 | $2,391-57.5% | $3,317-69.4% | $3,332-69.5% |
| Admin fee / account holder | $2,150 | $3,456-37.8% | $4,960-56.7% | $4,645-53.7% |