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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 | $40,587 | $76,383-46.9% | $121,663-66.6% | $64,340-36.9% |
| Participation rate | 46.3% | 60.4%-14.2pp | 74.5%-28.2pp | 55.2%-9.0pp |
| Annual return | 25.81% | 16.98%+8.8pp | 147.54%-121.7pp | 24.14%+1.7pp |
| Employer contribution / active EE | $1,910 | $1,943-1.7% | $3,020-36.8% | $1,862+2.6% |
| Participant deferral / active EE | $3,251 | $3,149+3.2% | $4,887-33.5% | $2,980+9.1% |
| Admin fee / account holder | $1,613 | $4,142-61.1% | $14,289-88.7% | $3,703-56.4% |