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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 | $44,682 | $72,492-38.4% | $87,104-48.7% | $72,975-38.8% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 16.91% | 24.46%-7.5pp | 28.19%-11.3pp | 81.01%-64.1pp |
| Employer contribution / active EE | $494 | $1,894-73.9% | $2,521-80.4% | $2,440-79.7% |
| Participant deferral / active EE | $1,893 | $3,270-42.1% | $4,048-53.2% | $3,608-47.5% |
| Admin fee / account holder | $8,010 | $5,055+58.5% | $7,491+6.9% | $5,124+56.3% |