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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 | $40,922 | $67,602-39.5% | $82,312-50.3% | $70,126-41.6% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $672 | $1,755-61.7% | $2,428-72.3% | $2,343-71.3% |
| Participant deferral / active EE | $1,810 | $2,987-39.4% | $3,706-51.2% | $3,332-45.7% |
| Admin fee / account holder | $2,929 | $4,512-35.1% | $5,608-47.8% | $4,645-36.9% |