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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 | $41,088 | $49,249-16.6% | $70,476-41.7% | $79,852-48.5% |
| Participation rate | 44.8% | 69.2%-24.3pp | 75.1%-30.2pp | 69.6%-24.8pp |
| Annual return | 19.49% | 30.09%-10.6pp | 109.12%-89.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $453 | $2,100-78.4% | $2,738-83.5% | $2,471-81.7% |
| Participant deferral / active EE | $1,988 | $2,769-28.2% | $3,710-46.4% | $3,740-46.9% |
| Admin fee / account holder | $1,090 | $2,878-62.1% | $3,847-71.7% | $5,306-79.5% |