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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 | $38,577 | $67,602-42.9% | $82,312-53.1% | $70,126-45.0% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 16.23% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $733 | $1,755-58.2% | $2,428-69.8% | $2,343-68.7% |
| Participant deferral / active EE | $1,634 | $2,987-45.3% | $3,706-55.9% | $3,332-51.0% |
| Admin fee / account holder | $894 | $4,512-80.2% | $5,608-84.0% | $4,645-80.7% |