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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 | $31,938 | $49,791-35.9% | $78,210-59.2% | $70,126-54.5% |
| Participation rate | 36.0% | 62.3%-26.3pp | 68.7%-32.8pp | 69.5%-33.6pp |
| Annual return | 21.46% | 20.75%+0.7pp | 40.90%-19.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $710 | $1,430-50.3% | $2,034-65.1% | $2,343-69.7% |
| Participant deferral / active EE | $1,408 | $2,150-34.5% | $2,823-50.1% | $3,332-57.7% |
| Admin fee / account holder | $2,236 | $3,181-29.7% | $3,758-40.5% | $4,645-51.9% |