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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 | $40,672 | $36,948+10.1% | $73,658-44.8% | $87,485-53.5% |
| Participation rate | 14.9% | 46.8%-31.9pp | 57.0%-42.1pp | 68.9%-54.0pp |
| Annual return | 17.75% | 28.64%-10.9pp | 29.72%-12.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $411 | $670-38.7% | $1,032-60.2% | $2,596-84.2% |
| Participant deferral / active EE | $1,163 | $1,379-15.6% | $2,062-43.6% | $4,274-72.8% |
| Admin fee / account holder | $6,891 | $2,531+172.3% | $3,357+105.3% | $7,775-11.4% |