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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 | $73,787-44.7% | $98,716-58.6% | $82,448-50.5% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.3%-5.7pp | 68.1%-4.4pp |
| Annual return | 16.63% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $791 | $1,511-47.6% | $2,279-65.3% | $2,551-69.0% |
| Participant deferral / active EE | $2,910 | $3,081-5.6% | $4,048-28.1% | $4,139-29.7% |
| Admin fee / account holder | $1,392 | $6,500-78.6% | $8,703-84.0% | $7,234-80.8% |