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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 | $38,541 | $57,140-32.5% | $85,240-54.8% | $80,959-52.4% |
| Participation rate | 13.6% | 56.4%-42.9pp | 67.5%-54.0pp | 67.7%-54.1pp |
| Annual return | 13.69% | 21.71%-8.0pp | 66.75%-53.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $704 | $1,802-60.9% | $2,735-74.2% | $2,757-74.5% |
| Participant deferral / active EE | $1,369 | $3,115-56.1% | $4,527-69.8% | $4,300-68.2% |
| Admin fee / account holder | $2,939 | $4,992-41.1% | $6,165-52.3% | $6,925-57.6% |