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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 | $40,890 | $46,877-12.8% | $122,342-66.6% | $70,131-41.7% |
| Participation rate | 39.7% | 58.2%-18.5pp | 71.6%-31.9pp | 69.5%-29.8pp |
| Annual return | 16.47% | 24.22%-7.7pp | 30.28%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $419 | $1,288-67.5% | $4,051-89.7% | $2,342-82.1% |
| Participant deferral / active EE | $1,481 | $2,167-31.7% | $3,287-54.9% | $3,332-55.5% |
| Admin fee / account holder | $2,981 | $3,324-10.3% | $5,478-45.6% | $4,645-35.8% |