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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 | $40,992 | $67,606-39.4% | $82,313-50.2% | $70,131-41.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 14.39% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $771 | $1,755-56.1% | $2,428-68.3% | $2,342-67.1% |
| Participant deferral / active EE | $1,825 | $2,987-38.9% | $3,706-50.8% | $3,332-45.2% |
| Admin fee / account holder | $2,177 | $4,512-51.8% | $5,608-61.2% | $4,645-53.1% |