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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 | $40,505 | $67,602-40.1% | $82,312-50.8% | $70,126-42.2% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 18.99% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.2pp |
| Employer contribution / active EE | $509 | $1,755-71.0% | $2,428-79.0% | $2,343-78.3% |
| Participant deferral / active EE | $1,613 | $2,987-46.0% | $3,706-56.5% | $3,332-51.6% |
| Admin fee / account holder | $2,187 | $4,512-51.5% | $5,608-61.0% | $4,645-52.9% |