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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 | $40,465 | $94,439-57.2% | $73,658-45.1% | $154,746-73.9% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 24.97% | 28.25%-3.3pp | 29.72%-4.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $176 | $1,257-86.0% | $1,032-83.0% | $4,379-96.0% |
| Participant deferral / active EE | $4,394 | $2,527+73.9% | $2,062+113.1% | $6,730-34.7% |
| Admin fee / account holder | $6,660 | $3,843+73.3% | $3,357+98.4% | $14,365-53.6% |