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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 | $41,638 | $76,371-45.5% | $93,621-55.5% | $72,975-42.9% |
| Participation rate | 64.0% | 71.8%-7.8pp | 75.8%-11.9pp | 69.5%-5.5pp |
| Annual return | 25.86% | 25.82%0pp | 32.76%-6.9pp | 81.01%-55.2pp |
| Employer contribution / active EE | $1,204 | $2,276-47.1% | $2,719-55.7% | $2,440-50.7% |
| Participant deferral / active EE | $2,601 | $3,538-26.5% | $4,070-36.1% | $3,608-27.9% |
| Admin fee / account holder | $4,588 | $6,839-32.9% | $7,890-41.9% | $5,124-10.5% |