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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 | $57,073-24.6% | $85,126-49.5% | $80,925-46.8% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 15.21% | 21.69%-6.5pp | 66.63%-51.4pp | 35.65%-20.4pp |
| Employer contribution / active EE | $881 | $1,801-51.1% | $2,731-67.8% | $2,756-68.0% |
| Participant deferral / active EE | $2,467 | $3,113-20.7% | $4,523-45.5% | $4,299-42.6% |
| Admin fee / account holder | $1,246 | $4,988-75.0% | $6,160-79.8% | $6,940-82.1% |