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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 | $41,459 | $66,764-37.9% | $88,497-53.2% | $62,881-34.1% |
| Participation rate | 56.1% | 77.3%-21.2pp | 82.4%-26.3pp | 69.3%-13.2pp |
| Annual return | 7.26% | 10.37%-3.1pp | 7.63%-0.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $944 | $3,077-69.3% | $4,036-76.6% | $2,281-58.6% |
| Participant deferral / active EE | $2,044 | $3,976-48.6% | $4,899-58.3% | $3,203-36.2% |
| Admin fee / account holder | $3,455 | $4,668-26.0% | $6,220-44.4% | $4,296-19.6% |