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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 | $41,314 | $72,272-42.8% | $101,264-59.2% | $79,858-48.3% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 14.94% | 22.30%-7.4pp | 46.48%-31.5pp | 31.72%-16.8pp |
| Employer contribution / active EE | $746 | $2,692-72.3% | $3,660-79.6% | $2,471-69.8% |
| Participant deferral / active EE | $2,062 | $3,282-37.2% | $4,370-52.8% | $3,740-44.9% |
| Admin fee / account holder | $1,787 | $4,401-59.4% | $5,947-70.0% | $5,306-66.3% |