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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 | $40,621 | $81,262-50.0% | $155,602-73.9% | $80,911-49.8% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.6%-10.5pp |
| Annual return | 11.94% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,828 | $3,102-41.1% | $4,675-60.9% | $2,756-33.7% |
| Participant deferral / active EE | $5,374 | $3,451+55.7% | $5,629-4.5% | $4,297+25.1% |
| Admin fee / account holder | $1,866 | $7,992-76.7% | $15,923-88.3% | $6,935-73.1% |