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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 | $42,610 | $95,453-55.4% | $112,040-62.0% | $82,448-48.3% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.5%-42.0pp | 68.1%-33.6pp |
| Annual return | 22.33% | 23.92%-1.6pp | 24.52%-2.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $750 | $2,318-67.6% | $2,954-74.6% | $2,551-70.6% |
| Participant deferral / active EE | $3,498 | $4,224-17.2% | $5,098-31.4% | $4,139-15.5% |
| Admin fee / account holder | $2,255 | $9,013-75.0% | $12,098-81.4% | $7,234-68.8% |