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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 | $40,953 | $75,541-45.8% | $152,093-73.1% | $82,637-50.4% |
| Participation rate | 56.2% | 66.5%-10.4pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 16.71% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,413 | $2,622-46.1% | $4,175-66.2% | $2,552-44.7% |
| Participant deferral / active EE | $2,677 | $3,206-16.5% | $5,451-50.9% | $4,126-35.1% |
| Admin fee / account holder | $5,814 | $6,405-9.2% | $14,497-59.9% | $7,339-20.8% |