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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 | $40,997 | $95,453-57.1% | $112,040-63.4% | $82,448-50.3% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 16.45% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,049 | $2,318-54.7% | $2,954-64.5% | $2,551-58.9% |
| Participant deferral / active EE | $2,055 | $4,224-51.3% | $5,098-59.7% | $4,139-50.4% |
| Admin fee / account holder | $3,562 | $9,013-60.5% | $12,098-70.6% | $7,234-50.8% |