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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 | $80,855-46.2% | $153,416-71.7% | $86,983-50.0% |
| Participation rate | 31.8% | 64.1%-32.3pp | 74.3%-42.5pp | 69.5%-37.7pp |
| Annual return | 18.27% | 16.18%+2.1pp | 17.84%+0.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $654 | $2,308-71.7% | $3,764-82.6% | $2,584-74.7% |
| Participant deferral / active EE | $1,468 | $3,333-56.0% | $4,723-68.9% | $4,194-65.0% |
| Admin fee / account holder | $1,759 | $6,908-74.5% | $13,095-86.6% | $7,856-77.6% |