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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 | $40,084 | $95,453-58.0% | $112,040-64.2% | $82,448-51.4% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.5%-42.0pp | 68.1%-33.6pp |
| Annual return | 16.10% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $900 | $2,318-61.2% | $2,954-69.5% | $2,551-64.7% |
| Participant deferral / active EE | $2,907 | $4,224-31.2% | $5,098-43.0% | $4,139-29.8% |
| Admin fee / account holder | $715 | $9,013-92.1% | $12,098-94.1% | $7,234-90.1% |