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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 | $32,170 | $56,054-42.6% | $171,082-81.2% | $62,881-48.8% |
| Participation rate | 37.9% | 62.9%-24.9pp | 76.7%-38.8pp | 69.3%-31.4pp |
| Annual return | 10.63% | 22.52%-11.9pp | 32.56%-21.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $802 | $1,731-53.7% | $4,002-80.0% | $2,281-64.8% |
| Participant deferral / active EE | $2,510 | $3,158-20.5% | $4,797-47.7% | $3,203-21.6% |
| Admin fee / account holder | $4,643 | $3,647+27.3% | $8,520-45.5% | $4,296+8.1% |