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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 | $39,958 | $54,757-27.0% | $90,300-55.8% | $72,983-45.3% |
| Participation rate | 57.8% | 65.1%-7.3pp | 73.3%-15.5pp | 69.5%-11.7pp |
| Annual return | 43.70% | 30.63%+13.1pp | 78.11%-34.4pp | 81.01%-37.3pp |
| Employer contribution / active EE | $407 | $2,092-80.5% | $2,854-85.7% | $2,440-83.3% |
| Participant deferral / active EE | $2,208 | $2,887-23.5% | $3,884-43.2% | $3,608-38.8% |
| Admin fee / account holder | $1,904 | $3,972-52.1% | $5,353-64.4% | $5,124-62.8% |