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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 | $40,902 | $45,312-9.7% | $86,233-52.6% | $67,986-39.8% |
| Participation rate | 15.6% | 42.4%-26.9pp | 69.0%-53.5pp | 57.2%-41.7pp |
| Annual return | 15.21% | 24.79%-9.6pp | 61.39%-46.2pp | 31.67%-16.5pp |
| Employer contribution / active EE | $426 | $1,160-63.2% | $2,504-83.0% | $2,019-78.9% |
| Participant deferral / active EE | $1,019 | $2,185-53.3% | $4,559-77.6% | $3,358-69.6% |
| Admin fee / account holder | $1,601 | $3,295-51.4% | $8,342-80.8% | $3,203-50.0% |