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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 | $35,793 | $59,839-40.2% | $81,991-56.3% | $79,852-55.2% |
| Participation rate | 49.4% | 61.6%-12.2pp | 69.3%-19.8pp | 69.6%-20.2pp |
| Annual return | 17.06% | 17.56%-0.5pp | 41.31%-24.3pp | 31.72%-14.7pp |
| Employer contribution / active EE | $841 | $1,713-50.9% | $2,498-66.3% | $2,471-66.0% |
| Participant deferral / active EE | $1,486 | $2,695-44.9% | $3,722-60.1% | $3,740-60.3% |
| Admin fee / account holder | $1,869 | $4,287-56.4% | $5,665-67.0% | $5,306-64.8% |