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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 | $38,848 | $56,544-31.3% | $75,501-48.5% | $70,126-44.6% |
| Participation rate | 53.2% | 68.1%-14.9pp | 72.4%-19.1pp | 69.5%-16.3pp |
| Annual return | 15.36% | 23.59%-8.2pp | 27.35%-12.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $788 | $1,817-56.6% | $2,352-66.5% | $2,343-66.4% |
| Participant deferral / active EE | $2,329 | $2,580-9.7% | $3,142-25.9% | $3,332-30.1% |
| Admin fee / account holder | $1,715 | $3,827-55.2% | $5,801-70.4% | $4,645-63.1% |