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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 | $40,330 | $84,953-52.5% | $163,379-75.3% | $82,637-51.2% |
| Participation rate | 61.9% | 65.9%-4.0pp | 76.8%-14.9pp | 68.1%-6.1pp |
| Annual return | 15.30% | 23.07%-7.8pp | 63.41%-48.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,042 | $2,183-52.2% | $3,752-72.2% | $2,552-59.2% |
| Participant deferral / active EE | $2,073 | $4,326-52.1% | $6,282-67.0% | $4,126-49.8% |
| Admin fee / account holder | $1,608 | $7,921-79.7% | $9,818-83.6% | $7,339-78.1% |