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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 | $57,057-24.6% | $85,009-49.4% | $80,874-46.8% |
| Participation rate | 33.3% | 56.4%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 15.21% | 21.66%-6.4pp | 66.47%-51.3pp | 35.62%-20.4pp |
| Employer contribution / active EE | $881 | $1,799-51.0% | $2,728-67.7% | $2,756-68.0% |
| Participant deferral / active EE | $2,467 | $3,112-20.7% | $4,522-45.4% | $4,297-42.6% |
| Admin fee / account holder | $1,246 | $4,986-75.0% | $6,153-79.8% | $6,935-82.0% |