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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 | $36,841 | $73,787-50.1% | $98,716-62.7% | $82,448-55.3% |
| Participation rate | 35.6% | 61.4%-25.8pp | 69.3%-33.7pp | 68.1%-32.5pp |
| Annual return | 17.15% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $669 | $1,511-55.7% | $2,279-70.6% | $2,551-73.8% |
| Participant deferral / active EE | $2,127 | $3,081-31.0% | $4,048-47.4% | $4,139-48.6% |
| Admin fee / account holder | $4,269 | $6,500-34.3% | $8,703-51.0% | $7,234-41.0% |