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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 | $39,439 | $72,273-45.4% | $101,275-61.1% | $79,856-50.6% |
| Participation rate | 36.2% | 68.5%-32.2pp | 75.8%-39.6pp | 69.6%-33.4pp |
| Annual return | 13.96% | 22.30%-8.3pp | 46.48%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $716 | $2,691-73.4% | $3,660-80.4% | $2,471-71.0% |
| Participant deferral / active EE | $2,302 | $3,282-29.8% | $4,371-47.3% | $3,741-38.4% |
| Admin fee / account holder | $2,023 | $4,401-54.0% | $5,948-66.0% | $5,306-61.9% |