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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 | $40,830 | $48,078-15.1% | $78,676-48.1% | $62,881-35.1% |
| Participation rate | 45.5% | 65.2%-19.8pp | 73.6%-28.1pp | 69.3%-23.9pp |
| Annual return | 8.20% | 31.36%-23.2pp | 62.19%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $272 | $2,015-86.5% | $2,850-90.4% | $2,281-88.1% |
| Participant deferral / active EE | $1,214 | $2,587-53.1% | $3,517-65.5% | $3,203-62.1% |
| Admin fee / account holder | $2,244 | $3,206-30.0% | $4,510-50.3% | $4,296-47.8% |