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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 | $37,059 | $57,065-35.1% | $75,670-51.0% | $70,131-47.2% |
| Participation rate | 41.4% | 68.1%-26.7pp | 72.3%-31.0pp | 69.5%-28.2pp |
| Annual return | 16.10% | 23.57%-7.5pp | 27.34%-11.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $863 | $1,817-52.5% | $2,352-63.3% | $2,342-63.2% |
| Participant deferral / active EE | $2,561 | $2,580-0.7% | $3,142-18.5% | $3,332-23.1% |
| Admin fee / account holder | $2,016 | $3,825-47.3% | $5,800-65.2% | $4,645-56.6% |