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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 | $40,327 | $94,699-57.4% | $185,441-78.3% | $65,306-38.2% |
| Participation rate | 56.1% | 64.2%-8.1pp | 80.3%-24.2pp | 57.7%-1.6pp |
| Annual return | 12.85% | 16.71%-3.9pp | 20.16%-7.3pp | 21.94%-9.1pp |
| Employer contribution / active EE | $727 | $2,381-69.5% | $4,672-84.4% | $1,967-63.1% |
| Participant deferral / active EE | $1,743 | $3,568-51.1% | $6,152-71.7% | $2,959-41.1% |
| Admin fee / account holder | $2,081 | $4,797-56.6% | $17,890-88.4% | $3,480-40.2% |