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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 | $41,937 | $64,517-35.0% | $81,438-48.5% | $80,874-48.1% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 14.78% | 16.35%-1.6pp | 24.74%-10.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $827 | $1,982-58.3% | $2,460-66.4% | $2,756-70.0% |
| Participant deferral / active EE | $1,201 | $3,096-61.2% | $3,883-69.1% | $4,297-72.0% |
| Admin fee / account holder | $2,701 | $5,677-52.4% | $5,764-53.1% | $6,935-61.1% |