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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 | $41,710 | $76,551-45.5% | $123,894-66.3% | $62,881-33.7% |
| Participation rate | 20.0% | 73.0%-53.0pp | 81.4%-61.4pp | 69.3%-49.3pp |
| Annual return | 10.57% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $910 | $2,882-68.4% | $4,617-80.3% | $2,281-60.1% |
| Participant deferral / active EE | $2,377 | $4,840-50.9% | $5,984-60.3% | $3,203-25.8% |
| Admin fee / account holder | $2,306 | $4,826-52.2% | $8,357-72.4% | $4,296-46.3% |