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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 | $38,811 | $59,440-34.7% | $78,004-50.2% | $82,637-53.0% |
| Participation rate | 41.9% | 62.8%-20.9pp | 69.4%-27.6pp | 68.1%-26.2pp |
| Annual return | 15.19% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $819 | $1,750-53.2% | $2,469-66.8% | $2,552-67.9% |
| Participant deferral / active EE | $1,648 | $3,138-47.5% | $4,092-59.7% | $4,126-60.1% |
| Admin fee / account holder | $4,294 | $5,504-22.0% | $7,578-43.3% | $7,339-41.5% |