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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 | $41,377 | $81,331-49.1% | $155,534-73.4% | $80,935-48.9% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 14.80% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $802 | $3,105-74.2% | $4,675-82.8% | $2,757-70.9% |
| Participant deferral / active EE | $1,605 | $3,454-53.5% | $5,630-71.5% | $4,299-62.7% |
| Admin fee / account holder | $2,468 | $7,999-69.1% | $15,900-84.5% | $6,924-64.4% |