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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 | $37,790 | $57,140-33.9% | $85,240-55.7% | $80,959-53.3% |
| Participation rate | 35.1% | 56.4%-21.3pp | 67.5%-32.4pp | 67.7%-32.5pp |
| Annual return | 16.74% | 21.71%-5.0pp | 66.75%-50.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $896 | $1,802-50.3% | $2,735-67.2% | $2,757-67.5% |
| Participant deferral / active EE | $2,011 | $3,115-35.4% | $4,527-55.6% | $4,300-53.2% |
| Admin fee / account holder | $3,624 | $4,992-27.4% | $6,165-41.2% | $6,925-47.7% |