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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 | $38,140 | $55,932-31.8% | $76,735-50.3% | $67,986-43.9% |
| Participation rate | 47.2% | 50.8%-3.6pp | 69.5%-22.3pp | 57.2%-10.1pp |
| Annual return | 14.92% | 23.10%-8.2pp | 29.77%-14.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $619 | $1,487-58.4% | $2,454-74.8% | $2,019-69.3% |
| Participant deferral / active EE | $1,642 | $2,558-35.8% | $4,088-59.8% | $3,358-51.1% |
| Admin fee / account holder | $738 | $4,907-85.0% | $7,189-89.7% | $3,203-77.0% |