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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 | $40,922 | $110,379-62.9% | $102,412-60.0% | $145,884-71.9% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 22.70% | 24.84%-2.1pp | 24.94%-2.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $1,388 | $4,216-67.1% | $3,870-64.1% | $4,662-70.2% |
| Participant deferral / active EE | $3,056 | $5,622-45.6% | $5,060-39.6% | $6,690-54.3% |
| Admin fee / account holder | $3,938 | $9,745-59.6% | $8,388-53.0% | $13,392-70.6% |