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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 | $40,085 | $86,949-53.9% | $102,460-60.9% | $80,959-50.5% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.5pp | 67.7%-30.7pp |
| Annual return | 12.96% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,117 | $2,370-52.9% | $3,025-63.1% | $2,757-59.5% |
| Participant deferral / active EE | $2,176 | $4,121-47.2% | $5,056-57.0% | $4,300-49.4% |
| Admin fee / account holder | $5,294 | $8,048-34.2% | $9,460-44.0% | $6,925-23.6% |