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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 | $40,333 | $48,078-16.1% | $78,676-48.7% | $62,881-35.9% |
| Participation rate | 58.2% | 65.2%-7.0pp | 73.6%-15.4pp | 69.3%-11.1pp |
| Annual return | 8.22% | 31.36%-23.1pp | 62.19%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,047 | $2,015-48.0% | $2,850-63.3% | $2,281-54.1% |
| Participant deferral / active EE | $1,801 | $2,587-30.4% | $3,517-48.8% | $3,203-43.8% |
| Admin fee / account holder | $3,093 | $3,206-3.5% | $4,510-31.4% | $4,296-28.0% |