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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 | $28,876 | $46,599-38.0% | $64,101-55.0% | $75,173-61.6% |
| Participation rate | 43.8% | 65.9%-22.2pp | 72.3%-28.6pp | 67.2%-23.5pp |
| Annual return | 15.05% | 26.06%-11.0pp | 33.72%-18.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $989 | $1,975-49.9% | $2,749-64.0% | $2,671-63.0% |
| Participant deferral / active EE | $2,243 | $2,837-20.9% | $3,881-42.2% | $4,126-45.6% |
| Admin fee / account holder | $2,063 | $2,956-30.2% | $3,070-32.8% | $5,651-63.5% |