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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 | $40,938 | $67,595-39.4% | $186,193-78.0% | $64,340-36.4% |
| Participation rate | 41.4% | 51.9%-10.5pp | 77.1%-35.7pp | 55.2%-13.8pp |
| Annual return | 16.23% | 17.46%-1.2pp | 78.03%-61.8pp | 24.14%-7.9pp |
| Employer contribution / active EE | $609 | $1,513-59.7% | $3,918-84.5% | $1,862-67.3% |
| Participant deferral / active EE | $1,820 | $3,023-39.8% | $6,513-72.1% | $2,980-38.9% |
| Admin fee / account holder | $3,094 | $5,311-41.8% | $11,058-72.0% | $3,703-16.4% |