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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 | $40,097 | $75,541-46.9% | $152,093-73.6% | $82,637-51.5% |
| Participation rate | 48.1% | 66.5%-18.4pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 17.40% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $673 | $2,622-74.3% | $4,175-83.9% | $2,552-73.6% |
| Participant deferral / active EE | $1,441 | $3,206-55.0% | $5,451-73.6% | $4,126-65.1% |
| Admin fee / account holder | $1,702 | $6,405-73.4% | $14,497-88.3% | $7,339-76.8% |