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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 | $110,137-62.8% | $161,149-74.6% | $82,637-50.5% |
| Participation rate | 56.3% | 72.4%-16.0pp | 78.8%-22.5pp | 68.1%-11.7pp |
| Annual return | 19.51% | 20.69%-1.2pp | 21.16%-1.6pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,335 | $2,856-53.3% | $4,360-69.4% | $2,552-47.7% |
| Participant deferral / active EE | $2,002 | $4,575-56.2% | $6,153-67.5% | $4,126-51.5% |
| Admin fee / account holder | $1,035 | $9,467-89.1% | $15,194-93.2% | $7,339-85.9% |