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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 | $40,617 | $138,312-70.6% | $122,979-67.0% | $155,188-73.8% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 26.24% | 22.06%+4.2pp | 20.12%+6.1pp | 148.84%-122.6pp |
| Employer contribution / active EE | $1,153 | $3,530-67.3% | $3,062-62.4% | $4,248-72.9% |
| Participant deferral / active EE | $2,069 | $5,592-63.0% | $5,003-58.6% | $6,531-68.3% |
| Admin fee / account holder | $410 | $15,089-97.3% | $12,864-96.8% | $14,480-97.2% |