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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 | $41,279 | $106,864-61.4% | $147,318-72.0% | $82,637-50.0% |
| Participation rate | 61.3% | 75.5%-14.2pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 20.29% | 27.49%-7.2pp | 70.43%-50.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,761 | $3,417-48.4% | $4,593-61.7% | $2,552-31.0% |
| Participant deferral / active EE | $3,087 | $6,496-52.5% | $7,906-61.0% | $4,126-25.2% |
| Admin fee / account holder | $1,086 | $8,415-87.1% | $13,708-92.1% | $7,339-85.2% |