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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 | $40,796 | $91,559-55.4% | $133,959-69.5% | $79,858-48.9% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.1pp |
| Annual return | 17.33% | 61.85%-44.5pp | 45.09%-27.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,406 | $2,384-41.0% | $3,919-64.1% | $2,471-43.1% |
| Participant deferral / active EE | $2,464 | $3,734-34.0% | $5,047-51.2% | $3,740-34.1% |
| Admin fee / account holder | $2,504 | $6,321-60.4% | $8,928-71.9% | $5,306-52.8% |