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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 | $40,827 | $76,834-46.9% | $108,359-62.3% | $87,485-53.3% |
| Participation rate | 63.6% | 61.7%+1.9pp | 70.1%-6.5pp | 68.9%-5.3pp |
| Annual return | 16.63% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $791 | $1,556-49.2% | $2,399-67.0% | $2,596-69.5% |
| Participant deferral / active EE | $2,910 | $3,100-6.1% | $4,137-29.7% | $4,274-31.9% |
| Admin fee / account holder | $1,392 | $6,537-78.7% | $9,741-85.7% | $7,775-82.1% |