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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 | $41,154 | $74,535-44.8% | $100,712-59.1% | $82,637-50.2% |
| Participation rate | 49.0% | 61.2%-12.2pp | 69.3%-20.3pp | 68.1%-19.1pp |
| Annual return | 14.42% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $892 | $1,503-40.6% | $2,313-61.4% | $2,552-65.0% |
| Participant deferral / active EE | $3,218 | $3,074+4.7% | $4,085-21.2% | $4,126-22.0% |
| Admin fee / account holder | $2,037 | $6,576-69.0% | $9,256-78.0% | $7,339-72.2% |