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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 | $39,135 | $54,541-28.2% | $78,778-50.3% | $70,126-44.2% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.4pp | 69.5%-32.8pp |
| Annual return | 14.83% | 21.07%-6.2pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $716 | $1,089-34.2% | $1,986-63.9% | $2,343-69.4% |
| Participant deferral / active EE | $1,714 | $2,210-22.5% | $2,958-42.1% | $3,332-48.6% |
| Admin fee / account holder | $3,688 | $3,709-0.6% | $5,134-28.2% | $4,645-20.6% |