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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 | $43,013 | $57,140-24.7% | $85,240-49.5% | $80,959-46.9% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 15.21% | 21.71%-6.5pp | 66.75%-51.5pp | 35.67%-20.5pp |
| Employer contribution / active EE | $881 | $1,802-51.1% | $2,735-67.8% | $2,757-68.1% |
| Participant deferral / active EE | $2,467 | $3,115-20.8% | $4,527-45.5% | $4,300-42.6% |
| Admin fee / account holder | $1,246 | $4,992-75.0% | $6,165-79.8% | $6,925-82.0% |