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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 | $43,828 | $58,493-25.1% | $84,023-47.8% | $72,976-39.9% |
| Participation rate | 39.4% | 61.2%-21.8pp | 69.0%-29.6pp | 69.5%-30.1pp |
| Annual return | 19.50% | 28.93%-9.4pp | 71.32%-51.8pp | 81.02%-61.5pp |
| Employer contribution / active EE | $986 | $1,163-15.2% | $1,984-50.3% | $2,440-59.6% |
| Participant deferral / active EE | $1,841 | $2,394-23.1% | $3,239-43.2% | $3,608-49.0% |
| Admin fee / account holder | $3,058 | $4,569-33.1% | $6,102-49.9% | $5,124-40.3% |