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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 | $77,814-47.4% | $158,223-74.1% | $86,983-52.9% |
| Participation rate | 56.2% | 68.4%-12.3pp | 79.2%-23.0pp | 69.5%-13.4pp |
| Annual return | 16.71% | 30.54%-13.8pp | 52.09%-35.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,413 | $2,592-45.5% | $4,109-65.6% | $2,584-45.3% |
| Participant deferral / active EE | $2,677 | $3,270-18.1% | $5,467-51.0% | $4,194-36.2% |
| Admin fee / account holder | $5,814 | $5,879-1.1% | $16,047-63.8% | $7,856-26.0% |