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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 | $40,160 | $93,598-57.1% | $135,974-70.5% | $75,173-46.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 23.68% | 30.89%-7.2pp | 68.30%-44.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $2,450 | $3,538-30.8% | $4,859-49.6% | $2,671-8.3% |
| Participant deferral / active EE | $4,227 | $6,405-34.0% | $7,760-45.5% | $4,126+2.4% |
| Admin fee / account holder | $375 | $6,978-94.6% | $10,767-96.5% | $5,651-93.4% |