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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 | $36,710 | $86,050-57.3% | $189,758-80.7% | $94,015-61.0% |
| Participation rate | 45.8% | 68.9%-23.1pp | 79.8%-34.0pp | 70.8%-25.0pp |
| Annual return | 17.32% | 17.77%-0.5pp | 52.62%-35.3pp | 17.84%-0.5pp |
| Employer contribution / active EE | $830 | $2,819-70.6% | $4,767-82.6% | $2,790-70.3% |
| Participant deferral / active EE | $2,607 | $3,349-22.2% | $5,856-55.5% | $4,249-38.7% |
| Admin fee / account holder | $2,003 | $6,627-69.8% | $20,388-90.2% | $8,951-77.6% |