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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 | $40,798 | $107,809-62.2% | $97,032-58.0% | $155,188-73.7% |
| Participation rate | 65.0% | 75.5%-10.5pp | 71.6%-6.6pp | 80.8%-15.8pp |
| Annual return | 20.81% | 38.06%-17.3pp | 35.38%-14.6pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,325 | $2,911-54.5% | $2,629-49.6% | $4,248-68.8% |
| Participant deferral / active EE | $1,783 | $5,129-65.2% | $4,672-61.8% | $6,531-72.7% |
| Admin fee / account holder | $557 | $10,717-94.8% | $9,418-94.1% | $14,480-96.2% |