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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 | $40,918 | $65,367-37.4% | $92,915-56.0% | $72,976-43.9% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.7pp |
| Annual return | 23.45% | 42.11%-18.7pp | 109.45%-86.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,578 | $2,594-39.2% | $3,653-56.8% | $2,440-35.3% |
| Participant deferral / active EE | $2,126 | $3,128-32.1% | $4,238-49.8% | $3,608-41.1% |
| Admin fee / account holder | $659 | $4,251-84.5% | $5,796-88.6% | $5,124-87.1% |