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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 | $41,214 | $106,749-61.4% | $145,433-71.7% | $82,448-50.0% |
| Participation rate | 34.5% | 75.6%-41.1pp | 82.1%-47.6pp | 68.1%-33.5pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $905 | $3,444-73.7% | $4,554-80.1% | $2,551-64.5% |
| Participant deferral / active EE | $2,700 | $6,519-58.6% | $7,897-65.8% | $4,139-34.8% |
| Admin fee / account holder | $2,281 | $8,390-72.8% | $13,129-82.6% | $7,234-68.5% |