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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 | $42,018 | $56,894-26.1% | $84,753-50.4% | $62,881-33.2% |
| Participation rate | 37.8% | 68.5%-30.7pp | 76.6%-38.8pp | 69.3%-31.5pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $861 | $2,400-64.1% | $3,574-75.9% | $2,281-62.3% |
| Participant deferral / active EE | $1,986 | $2,709-26.7% | $3,712-46.5% | $3,203-38.0% |
| Admin fee / account holder | $3,019 | $3,581-15.7% | $5,333-43.4% | $4,296-29.7% |