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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 | $43,928 | $72,486-39.4% | $87,103-49.6% | $72,976-39.8% |
| Participation rate | 34.2% | 72.8%-38.6pp | 76.9%-42.7pp | 69.5%-35.3pp |
| Annual return | 20.88% | 24.46%-3.6pp | 28.19%-7.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $808 | $1,894-57.4% | $2,521-68.0% | $2,440-66.9% |
| Participant deferral / active EE | $2,073 | $3,270-36.6% | $4,049-48.8% | $3,608-42.5% |
| Admin fee / account holder | $1,864 | $5,055-63.1% | $7,491-75.1% | $5,124-63.6% |