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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 | $55,187 | $72,486-23.9% | $87,103-36.6% | $72,976-24.4% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.9%-36.4pp | 69.5%-29.1pp |
| Annual return | 23.79% | 24.46%-0.7pp | 28.19%-4.4pp | 81.02%-57.2pp |
| Employer contribution / active EE | $713 | $1,894-62.4% | $2,521-71.7% | $2,440-70.8% |
| Participant deferral / active EE | $1,580 | $3,270-51.7% | $4,049-61.0% | $3,608-56.2% |
| Admin fee / account holder | $1,212 | $5,055-76.0% | $7,491-83.8% | $5,124-76.3% |