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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 | $40,917 | $108,825-62.4% | $156,181-73.8% | $82,448-50.4% |
| Participation rate | 56.3% | 72.4%-16.0pp | 78.8%-22.5pp | 68.1%-11.7pp |
| Annual return | 19.51% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,335 | $2,870-53.5% | $4,294-68.9% | $2,551-47.7% |
| Participant deferral / active EE | $2,002 | $4,577-56.3% | $6,132-67.4% | $4,139-51.6% |
| Admin fee / account holder | $1,035 | $9,341-88.9% | $14,586-92.9% | $7,234-85.7% |