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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 | $40,358 | $94,031-57.1% | $115,768-65.1% | $82,448-51.0% |
| Participation rate | 31.7% | 70.4%-38.7pp | 74.4%-42.7pp | 68.1%-36.4pp |
| Annual return | 19.09% | 20.61%-1.5pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,357 | $2,323-41.6% | $2,940-53.8% | $2,551-46.8% |
| Participant deferral / active EE | $2,118 | $3,972-46.7% | $4,917-56.9% | $4,139-48.8% |
| Admin fee / account holder | $6,023 | $10,249-41.2% | $12,439-51.6% | $7,234-16.8% |