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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 | $43,120 | $114,712-62.4% | $173,730-75.2% | $87,485-50.7% |
| Participation rate | 40.8% | 73.0%-32.2pp | 79.6%-38.8pp | 68.9%-28.1pp |
| Annual return | 14.71% | 20.18%-5.5pp | 19.96%-5.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,188 | $2,904-59.1% | $4,577-74.1% | $2,596-54.2% |
| Participant deferral / active EE | $2,733 | $4,642-41.1% | $6,326-56.8% | $4,274-36.0% |
| Admin fee / account holder | $3,297 | $10,210-67.7% | $17,523-81.2% | $7,775-57.6% |