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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 | $37,467 | $52,580-28.7% | $71,671-47.7% | $70,126-46.6% |
| Participation rate | 43.7% | 60.9%-17.2pp | 68.7%-25.1pp | 69.5%-25.9pp |
| Annual return | 14.50% | 20.25%-5.8pp | 20.65%-6.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $765 | $1,616-52.6% | $2,460-68.9% | $2,343-67.3% |
| Participant deferral / active EE | $1,455 | $2,386-39.0% | $3,438-57.7% | $3,332-56.3% |
| Admin fee / account holder | $3,701 | $3,653+1.3% | $5,558-33.4% | $4,645-20.3% |