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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 | $41,347 | $76,371-45.9% | $93,621-55.8% | $72,976-43.3% |
| Participation rate | 37.5% | 71.8%-34.3pp | 75.8%-38.3pp | 69.5%-32.0pp |
| Annual return | 18.08% | 25.82%-7.7pp | 32.76%-14.7pp | 81.02%-62.9pp |
| Employer contribution / active EE | $745 | $2,276-67.3% | $2,719-72.6% | $2,440-69.5% |
| Participant deferral / active EE | $2,253 | $3,538-36.3% | $4,070-44.6% | $3,608-37.5% |
| Admin fee / account holder | $9,808 | $6,839+43.4% | $7,890+24.3% | $5,124+91.4% |