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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 | $44,728 | $73,787-39.4% | $98,716-54.7% | $82,448-45.8% |
| Participation rate | 38.3% | 61.4%-23.1pp | 69.3%-31.0pp | 68.1%-29.8pp |
| Annual return | 12.50% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $642 | $1,511-57.5% | $2,279-71.8% | $2,551-74.8% |
| Participant deferral / active EE | $1,342 | $3,081-56.4% | $4,048-66.8% | $4,139-67.6% |
| Admin fee / account holder | $3,180 | $6,500-51.1% | $8,703-63.5% | $7,234-56.0% |