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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 | $81,331-49.2% | $155,534-73.4% | $80,935-48.9% |
| Participation rate | 46.2% | 66.3%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | 15.01% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $926 | $3,105-70.2% | $4,675-80.2% | $2,757-66.4% |
| Participant deferral / active EE | $1,899 | $3,454-45.0% | $5,630-66.3% | $4,299-55.8% |
| Admin fee / account holder | $6,344 | $7,999-20.7% | $15,900-60.1% | $6,924-8.4% |