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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 | $42,110 | $52,580-19.9% | $71,671-41.2% | $70,126-40.0% |
| Participation rate | 26.0% | 60.9%-34.9pp | 68.7%-42.7pp | 69.5%-43.5pp |
| Annual return | 21.00% | 20.25%+0.7pp | 20.65%+0.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $495 | $1,616-69.3% | $2,460-79.9% | $2,343-78.9% |
| Participant deferral / active EE | $1,840 | $2,386-22.9% | $3,438-46.5% | $3,332-44.8% |
| Admin fee / account holder | $1,193 | $3,653-67.3% | $5,558-78.5% | $4,645-74.3% |