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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 | $33,011 | $56,110-41.2% | $94,993-65.2% | $70,126-52.9% |
| Participation rate | 61.6% | 65.0%-3.4pp | 73.9%-12.2pp | 69.5%-7.9pp |
| Annual return | 15.79% | 51.02%-35.2pp | 27.14%-11.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $486 | $1,442-66.3% | $2,603-81.3% | $2,343-79.2% |
| Participant deferral / active EE | $1,221 | $2,391-48.9% | $3,317-63.2% | $3,332-63.3% |
| Admin fee / account holder | $3,092 | $3,456-10.6% | $4,960-37.7% | $4,645-33.4% |