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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 | $39,959 | $81,457-50.9% | $103,378-61.3% | $80,911-50.6% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 16.03% | 25.58%-9.5pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $826 | $3,107-73.4% | $3,870-78.7% | $2,756-70.0% |
| Participant deferral / active EE | $1,980 | $3,871-48.9% | $5,058-60.9% | $4,297-53.9% |
| Admin fee / account holder | $4,676 | $6,717-30.4% | $8,401-44.3% | $6,935-32.6% |