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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 | $40,663 | $54,757-25.7% | $90,304-55.0% | $72,975-44.3% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.3%-14.0pp | 69.5%-10.2pp |
| Annual return | 21.92% | 30.63%-8.7pp | 78.13%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $724 | $2,093-65.4% | $2,855-74.6% | $2,440-70.3% |
| Participant deferral / active EE | $1,568 | $2,887-45.7% | $3,885-59.6% | $3,608-56.5% |
| Admin fee / account holder | $6,859 | $3,973+72.6% | $5,354+28.1% | $5,124+33.9% |