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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 | $39,926 | $45,312-11.9% | $86,233-53.7% | $67,986-41.3% |
| Participation rate | 31.0% | 42.4%-11.5pp | 69.0%-38.1pp | 57.2%-26.3pp |
| Annual return | 17.39% | 24.79%-7.4pp | 61.39%-44.0pp | 31.67%-14.3pp |
| Employer contribution / active EE | $682 | $1,160-41.2% | $2,504-72.8% | $2,019-66.2% |
| Participant deferral / active EE | $2,072 | $2,185-5.1% | $4,559-54.5% | $3,358-38.3% |
| Admin fee / account holder | $4,964 | $3,295+50.7% | $8,342-40.5% | $3,203+55.0% |