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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 | $39,700 | $95,404-58.4% | $113,397-65.0% | $82,637-52.0% |
| Participation rate | 45.4% | 72.8%-27.5pp | 76.5%-31.1pp | 68.1%-22.7pp |
| Annual return | 15.15% | 19.08%-3.9pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,331 | $2,307-42.3% | $2,977-55.3% | $2,552-47.8% |
| Participant deferral / active EE | $1,954 | $4,220-53.7% | $5,076-61.5% | $4,126-52.6% |
| Admin fee / account holder | $6,060 | $9,168-33.9% | $11,957-49.3% | $7,339-17.4% |