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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 | $39,170 | $76,407-48.7% | $150,298-73.9% | $82,448-52.5% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 15.04% | 39.99%-25.0pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,401 | $2,614-46.4% | $4,154-66.3% | $2,551-45.1% |
| Participant deferral / active EE | $2,398 | $3,214-25.4% | $5,453-56.0% | $4,139-42.1% |
| Admin fee / account holder | $4,691 | $6,352-26.2% | $14,116-66.8% | $7,234-35.2% |