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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 | $40,556 | $84,953-52.3% | $163,379-75.2% | $82,637-50.9% |
| Participation rate | 40.9% | 65.9%-25.0pp | 76.8%-35.9pp | 68.1%-27.1pp |
| Annual return | 18.10% | 23.07%-5.0pp | 63.41%-45.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,081 | $2,183-50.5% | $3,752-71.2% | $2,552-57.7% |
| Participant deferral / active EE | $1,724 | $4,326-60.1% | $6,282-72.6% | $4,126-58.2% |
| Admin fee / account holder | $1,315 | $7,921-83.4% | $9,818-86.6% | $7,339-82.1% |