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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 | $40,184 | $76,371-47.4% | $93,621-57.1% | $72,975-44.9% |
| Participation rate | 59.5% | 71.8%-12.3pp | 75.8%-16.4pp | 69.5%-10.0pp |
| Annual return | 28.04% | 25.82%+2.2pp | 32.76%-4.7pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,187 | $2,276-47.8% | $2,719-56.3% | $2,440-51.3% |
| Participant deferral / active EE | $2,381 | $3,538-32.7% | $4,070-41.5% | $3,608-34.0% |
| Admin fee / account holder | $5,769 | $6,839-15.6% | $7,890-26.9% | $5,124+12.6% |