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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 | $44,460 | $77,896-42.9% | $134,172-66.9% | $82,448-46.1% |
| Participation rate | 40.0% | 62.8%-22.8pp | 72.5%-32.5pp | 68.1%-28.1pp |
| Annual return | 16.67% | 18.21%-1.5pp | 25.30%-8.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $639 | $2,159-70.4% | $3,420-81.3% | $2,551-74.9% |
| Participant deferral / active EE | $2,627 | $3,162-16.9% | $4,690-44.0% | $4,139-36.5% |
| Admin fee / account holder | $5,899 | $6,336-6.9% | $12,016-50.9% | $7,234-18.5% |