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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 | $41,562 | $75,541-45.0% | $152,093-72.7% | $82,637-49.7% |
| Participation rate | 31.8% | 66.5%-34.7pp | 77.8%-45.9pp | 68.1%-36.2pp |
| Annual return | 18.99% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $819 | $2,622-68.8% | $4,175-80.4% | $2,552-67.9% |
| Participant deferral / active EE | $2,075 | $3,206-35.3% | $5,451-61.9% | $4,126-49.7% |
| Admin fee / account holder | $1,181 | $6,405-81.6% | $14,497-91.9% | $7,339-83.9% |