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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 | $43,690 | $72,492-39.7% | $87,104-49.8% | $72,975-40.1% |
| Participation rate | 53.4% | 72.8%-19.4pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 21.60% | 24.46%-2.9pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $681 | $1,894-64.0% | $2,521-73.0% | $2,440-72.1% |
| Participant deferral / active EE | $2,194 | $3,270-32.9% | $4,048-45.8% | $3,608-39.2% |
| Admin fee / account holder | $3,710 | $5,055-26.6% | $7,491-50.5% | $5,124-27.6% |