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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 | $42,997 | $47,848-10.1% | $81,473-47.2% | $70,126-38.7% |
| Participation rate | 28.1% | 58.3%-30.2pp | 68.0%-39.8pp | 69.5%-41.4pp |
| Annual return | 14.90% | 27.25%-12.4pp | 38.78%-23.9pp | 73.15%-58.3pp |
| Employer contribution / active EE | $367 | $1,527-76.0% | $2,568-85.7% | $2,343-84.3% |
| Participant deferral / active EE | $1,629 | $2,453-33.6% | $3,537-53.9% | $3,332-51.1% |
| Admin fee / account holder | $1,296 | $3,145-58.8% | $4,561-71.6% | $4,645-72.1% |