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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 | $40,507 | $76,696-47.2% | $96,515-58.0% | $71,511-43.4% |
| Participation rate | 46.9% | 66.6%-19.7pp | 74.3%-27.5pp | 67.9%-21.1pp |
| Annual return | 15.55% | 48.32%-32.8pp | 35.73%-20.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,337 | $3,032-55.9% | $3,740-64.2% | $2,589-48.4% |
| Participant deferral / active EE | $2,171 | $3,770-42.4% | $4,880-55.5% | $4,291-49.4% |
| Admin fee / account holder | $1,933 | $2,030-4.8% | $6,735-71.3% | $1,588+21.7% |