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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 | $80,705-49.7% | $115,768-64.9% | $67,986-40.3% |
| Participation rate | 46.3% | 63.0%-16.7pp | 74.4%-28.1pp | 57.2%-10.9pp |
| Annual return | 25.81% | 18.49%+7.3pp | 100.46%-74.7pp | 31.67%-5.9pp |
| Employer contribution / active EE | $1,910 | $2,046-6.7% | $2,940-35.0% | $2,019-5.4% |
| Participant deferral / active EE | $3,251 | $3,559-8.7% | $4,917-33.9% | $3,358-3.2% |
| Admin fee / account holder | $1,613 | $4,135-61.0% | $12,439-87.0% | $3,203-49.6% |