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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 | $42,072 | $52,580-20.0% | $71,671-41.3% | $70,126-40.0% |
| Participation rate | 51.2% | 60.9%-9.6pp | 68.7%-17.5pp | 69.5%-18.3pp |
| Annual return | 16.06% | 20.25%-4.2pp | 20.65%-4.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $768 | $1,616-52.5% | $2,460-68.8% | $2,343-67.2% |
| Participant deferral / active EE | $4,504 | $2,386+88.8% | $3,438+31.0% | $3,332+35.2% |
| Admin fee / account holder | $1,782 | $3,653-51.2% | $5,558-67.9% | $4,645-61.6% |