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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 | $41,565 | $67,894-38.8% | $89,340-53.5% | $82,448-49.6% |
| Participation rate | 44.9% | 64.0%-19.2pp | 69.6%-24.7pp | 68.1%-23.2pp |
| Annual return | 25.59% | 19.21%+6.4pp | 20.57%+5.0pp | 41.64%-16.0pp |
| Employer contribution / active EE | $800 | $1,828-56.2% | $2,231-64.1% | $2,551-68.6% |
| Participant deferral / active EE | $2,551 | $3,072-17.0% | $3,823-33.3% | $4,139-38.4% |
| Admin fee / account holder | $1,619 | $5,723-71.7% | $6,704-75.8% | $7,234-77.6% |