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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 | $40,518 | $80,332-49.6% | $107,187-62.2% | $64,097-36.8% |
| Participation rate | 60.0% | 54.4%+5.6pp | 75.0%-15.0pp | 55.2%+4.8pp |
| Annual return | 21.80% | 24.26%-2.5pp | 204.55%-182.7pp | 34.64%-12.8pp |
| Employer contribution / active EE | $955 | $2,501-61.8% | $3,782-74.7% | $1,891-49.5% |
| Participant deferral / active EE | $3,059 | $3,109-1.6% | $5,096-40.0% | $3,080-0.7% |
| Admin fee / account holder | $1,589 | $4,314-63.2% | $9,162-82.7% | $3,454-54.0% |