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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 | $42,745 | $56,054-23.7% | $171,082-75.0% | $62,881-32.0% |
| Participation rate | 38.5% | 62.9%-24.4pp | 76.7%-38.2pp | 69.3%-30.8pp |
| Annual return | 8.63% | 22.52%-13.9pp | 32.56%-23.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $376 | $1,731-78.3% | $4,002-90.6% | $2,281-83.5% |
| Participant deferral / active EE | $1,368 | $3,158-56.7% | $4,797-71.5% | $3,203-57.3% |
| Admin fee / account holder | $2,830 | $3,647-22.4% | $8,520-66.8% | $4,296-34.1% |