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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 | $40,918 | $58,848-30.5% | $88,179-53.6% | $82,637-50.5% |
| Participation rate | 32.1% | 57.9%-25.8pp | 69.1%-37.0pp | 68.1%-35.9pp |
| Annual return | 19.39% | 22.76%-3.4pp | 64.97%-45.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $801 | $1,678-52.3% | $2,549-68.6% | $2,552-68.6% |
| Participant deferral / active EE | $2,493 | $3,124-20.2% | $4,614-46.0% | $4,126-39.6% |
| Admin fee / account holder | $3,212 | $4,795-33.0% | $7,673-58.1% | $7,339-56.2% |