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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 | $57,476 | $112,729-49.0% | $98,716-41.8% | $137,256-58.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 20.44% | 38.48%-18.0pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,633 | $2,725-40.1% | $2,279-28.3% | $4,156-60.7% |
| Participant deferral / active EE | $2,031 | $4,640-56.2% | $4,048-49.8% | $6,407-68.3% |
| Admin fee / account holder | $942 | $10,129-90.7% | $8,703-89.2% | $12,270-92.3% |