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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 | $40,587 | $62,164-34.7% | $81,482-50.2% | $74,400-45.4% |
| Participation rate | 41.7% | 64.1%-22.3pp | 69.5%-27.8pp | 67.2%-25.5pp |
| Annual return | 11.23% | 16.50%-5.3pp | 24.79%-13.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $865 | $1,884-54.1% | $2,463-64.9% | $2,624-67.0% |
| Participant deferral / active EE | $2,044 | $3,230-36.7% | $3,885-47.4% | $4,348-53.0% |
| Admin fee / account holder | $843 | $1,923-56.2% | $5,761-85.4% | $1,944-56.6% |