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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 | $40,460 | $77,814-48.0% | $158,223-74.4% | $86,983-53.5% |
| Participation rate | 56.8% | 68.4%-11.6pp | 79.2%-22.4pp | 69.5%-12.7pp |
| Annual return | 20.34% | 30.54%-10.2pp | 52.09%-31.7pp | 25.83%-5.5pp |
| Employer contribution / active EE | $1,375 | $2,592-47.0% | $4,109-66.5% | $2,584-46.8% |
| Participant deferral / active EE | $2,988 | $3,270-8.6% | $5,467-45.3% | $4,194-28.8% |
| Admin fee / account holder | $604 | $5,879-89.7% | $16,047-96.2% | $7,856-92.3% |