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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 | $42,603 | $77,574-45.1% | $108,753-60.8% | $86,983-51.0% |
| Participation rate | 42.1% | 62.3%-20.2pp | 71.1%-29.0pp | 69.5%-27.4pp |
| Annual return | 16.84% | 18.42%-1.6pp | 37.47%-20.6pp | 25.83%-9.0pp |
| Employer contribution / active EE | $709 | $1,611-56.0% | $2,427-70.8% | $2,584-72.6% |
| Participant deferral / active EE | $1,556 | $3,128-50.3% | $4,115-62.2% | $4,194-62.9% |
| Admin fee / account holder | $2,388 | $6,529-63.4% | $10,320-76.9% | $7,856-69.6% |