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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 | $45,921 | $57,140-19.6% | $85,240-46.1% | $80,959-43.3% |
| Participation rate | 20.7% | 56.4%-35.7pp | 67.5%-46.8pp | 67.7%-47.0pp |
| Annual return | 14.16% | 21.71%-7.6pp | 66.75%-52.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $779 | $1,802-56.7% | $2,735-71.5% | $2,757-71.7% |
| Participant deferral / active EE | $1,616 | $3,115-48.1% | $4,527-64.3% | $4,300-62.4% |
| Admin fee / account holder | $2,065 | $4,992-58.6% | $6,165-66.5% | $6,925-70.2% |