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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 | $35,739 | $56,544-36.8% | $75,501-52.7% | $70,126-49.0% |
| Participation rate | 48.4% | 68.1%-19.8pp | 72.4%-24.0pp | 69.5%-21.2pp |
| Annual return | 18.49% | 23.59%-5.1pp | 27.35%-8.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $695 | $1,817-61.8% | $2,352-70.5% | $2,343-70.3% |
| Participant deferral / active EE | $1,357 | $2,580-47.4% | $3,142-56.8% | $3,332-59.3% |
| Admin fee / account holder | $509 | $3,827-86.7% | $5,801-91.2% | $4,645-89.0% |