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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 | $57,061-19.5% | $85,063-46.0% | $80,911-43.2% |
| Participation rate | 20.7% | 56.3%-35.7pp | 67.5%-46.8pp | 67.6%-47.0pp |
| Annual return | 14.16% | 21.66%-7.5pp | 66.54%-52.4pp | 35.63%-21.5pp |
| Employer contribution / active EE | $779 | $1,799-56.7% | $2,727-71.4% | $2,756-71.7% |
| Participant deferral / active EE | $1,616 | $3,110-48.1% | $4,523-64.3% | $4,297-62.4% |
| Admin fee / account holder | $2,065 | $4,986-58.6% | $6,155-66.4% | $6,935-70.2% |