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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 | $124,425-67.4% | $112,040-63.7% | $137,256-70.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 26.24% | 24.72%+1.5pp | 24.52%+1.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,153 | $3,411-66.2% | $2,954-61.0% | $4,156-72.3% |
| Participant deferral / active EE | $2,069 | $5,718-63.8% | $5,098-59.4% | $6,407-67.7% |
| Admin fee / account holder | $410 | $15,207-97.3% | $12,098-96.6% | $12,270-96.7% |