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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 | $38,268 | $56,054-31.7% | $171,082-77.6% | $62,881-39.1% |
| Participation rate | 54.2% | 62.9%-8.6pp | 76.7%-22.5pp | 69.3%-15.1pp |
| Annual return | 15.75% | 22.52%-6.8pp | 32.56%-16.8pp | 20.14%-4.4pp |
| Employer contribution / active EE | $585 | $1,731-66.2% | $4,002-85.4% | $2,281-74.4% |
| Participant deferral / active EE | $2,691 | $3,158-14.8% | $4,797-43.9% | $3,203-16.0% |
| Admin fee / account holder | $1,913 | $3,647-47.5% | $8,520-77.5% | $4,296-55.5% |