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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 | $40,182 | $54,541-26.3% | $78,778-49.0% | $70,126-42.7% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 19.62% | 21.07%-1.5pp | 35.62%-16.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,338 | $1,089+23.0% | $1,986-32.6% | $2,343-42.9% |
| Participant deferral / active EE | $1,744 | $2,210-21.1% | $2,958-41.1% | $3,332-47.7% |
| Admin fee / account holder | $2,845 | $3,709-23.3% | $5,134-44.6% | $4,645-38.8% |