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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 | $74,535-42.8% | $100,712-57.7% | $82,637-48.4% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.3%-27.2pp | 68.1%-25.9pp |
| Annual return | 16.84% | 18.92%-2.1pp | 33.27%-16.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $709 | $1,503-52.8% | $2,313-69.4% | $2,552-72.2% |
| Participant deferral / active EE | $1,556 | $3,074-49.4% | $4,085-61.9% | $4,126-62.3% |
| Admin fee / account holder | $2,388 | $6,576-63.7% | $9,256-74.2% | $7,339-67.5% |