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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 | $41,178 | $63,082-34.7% | $81,716-49.6% | $79,852-48.4% |
| Participation rate | 47.1% | 67.5%-20.5pp | 72.0%-24.9pp | 69.6%-22.6pp |
| Annual return | 17.44% | 22.66%-5.2pp | 29.49%-12.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $916 | $1,795-49.0% | $4,310-78.7% | $2,471-62.9% |
| Participant deferral / active EE | $1,533 | $2,780-44.9% | $7,108-78.4% | $3,740-59.0% |
| Admin fee / account holder | $2,366 | $4,428-46.6% | $5,159-54.1% | $5,306-55.4% |