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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 | $43,463 | $79,894-45.6% | $135,792-68.0% | $82,637-47.4% |
| Participation rate | 31.8% | 63.0%-31.2pp | 72.6%-40.8pp | 68.1%-36.2pp |
| Annual return | 18.27% | 17.20%+1.1pp | 25.96%-7.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $654 | $2,165-69.8% | $3,496-81.3% | $2,552-74.4% |
| Participant deferral / active EE | $1,468 | $3,194-54.0% | $4,759-69.2% | $4,126-64.4% |
| Admin fee / account holder | $1,759 | $6,434-72.7% | $12,266-85.7% | $7,339-76.0% |