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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 | $184,014-77.7% | $161,149-74.6% | $138,895-70.5% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.8%-37.7pp | 79.9%-38.7pp |
| Annual return | 18.35% | 21.52%-3.2pp | 21.16%-2.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,318 | $5,055-73.9% | $4,360-69.8% | $4,194-68.6% |
| Participant deferral / active EE | $2,869 | $6,909-58.5% | $6,153-53.4% | $6,396-55.1% |
| Admin fee / account holder | $2,737 | $18,027-84.8% | $15,194-82.0% | $12,562-78.2% |