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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 | $40,465 | $48,078-15.8% | $78,676-48.6% | $62,881-35.6% |
| Participation rate | 37.0% | 65.2%-28.2pp | 73.6%-36.5pp | 69.3%-32.3pp |
| Annual return | 12.24% | 31.36%-19.1pp | 62.19%-50.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,771 | $2,015-12.1% | $2,850-37.8% | $2,281-22.3% |
| Participant deferral / active EE | $2,412 | $2,587-6.8% | $3,517-31.4% | $3,203-24.7% |
| Admin fee / account holder | $815 | $3,206-74.6% | $4,510-81.9% | $4,296-81.0% |