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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 | $39,599 | $54,757-27.7% | $90,304-56.1% | $72,975-45.7% |
| Participation rate | 56.3% | 65.2%-8.9pp | 73.3%-17.0pp | 69.5%-13.2pp |
| Annual return | 28.95% | 30.63%-1.7pp | 78.13%-49.2pp | 81.01%-52.1pp |
| Employer contribution / active EE | $636 | $2,093-69.6% | $2,855-77.7% | $2,440-73.9% |
| Participant deferral / active EE | $2,327 | $2,887-19.4% | $3,885-40.1% | $3,608-35.5% |
| Admin fee / account holder | $2,800 | $3,973-29.5% | $5,354-47.7% | $5,124-45.4% |