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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 | $38,552 | $55,684-30.8% | $75,900-49.2% | $72,976-47.2% |
| Participation rate | 40.6% | 61.1%-20.5pp | 69.3%-28.7pp | 69.5%-28.9pp |
| Annual return | 19.77% | 27.60%-7.8pp | 30.73%-11.0pp | 81.02%-61.2pp |
| Employer contribution / active EE | $791 | $1,687-53.1% | $2,501-68.4% | $2,440-67.6% |
| Participant deferral / active EE | $1,525 | $2,634-42.1% | $3,604-57.7% | $3,608-57.7% |
| Admin fee / account holder | $8,021 | $3,981+101.5% | $5,421+48.0% | $5,124+56.5% |