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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 | $94,436-57.3% | $115,599-65.1% | $82,637-51.2% |
| Participation rate | 31.7% | 70.4%-38.7pp | 74.3%-42.6pp | 68.1%-36.3pp |
| Annual return | 19.09% | 18.37%+0.7pp | 111.10%-92.0pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,357 | $2,324-41.6% | $2,955-54.1% | $2,552-46.8% |
| Participant deferral / active EE | $2,118 | $3,955-46.5% | $4,889-56.7% | $4,126-48.7% |
| Admin fee / account holder | $6,023 | $10,328-41.7% | $12,841-53.1% | $7,339-17.9% |