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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 | $41,356 | $81,262-49.1% | $155,602-73.4% | $80,911-48.9% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.1pp | 67.6%-21.5pp |
| Annual return | 15.01% | 33.34%-18.3pp | 64.81%-49.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $926 | $3,102-70.1% | $4,675-80.2% | $2,756-66.4% |
| Participant deferral / active EE | $1,899 | $3,451-45.0% | $5,629-66.3% | $4,297-55.8% |
| Admin fee / account holder | $6,344 | $7,992-20.6% | $15,923-60.2% | $6,935-8.5% |