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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 | $40,299 | $76,407-47.3% | $150,298-73.2% | $82,448-51.1% |
| Participation rate | 27.1% | 66.4%-39.3pp | 77.8%-50.6pp | 68.1%-40.9pp |
| Annual return | 13.71% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,096 | $2,614-58.1% | $4,154-73.6% | $2,551-57.0% |
| Participant deferral / active EE | $2,677 | $3,214-16.7% | $5,453-50.9% | $4,139-35.3% |
| Admin fee / account holder | $4,183 | $6,352-34.2% | $14,116-70.4% | $7,234-42.2% |