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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 | $42,920 | $59,804-28.2% | $81,982-47.6% | $79,856-46.3% |
| Participation rate | 55.2% | 61.6%-6.5pp | 69.3%-14.1pp | 69.6%-14.5pp |
| Annual return | 17.27% | 17.56%-0.3pp | 41.31%-24.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $640 | $1,713-62.6% | $2,498-74.4% | $2,471-74.1% |
| Participant deferral / active EE | $2,007 | $2,695-25.5% | $3,722-46.1% | $3,741-46.4% |
| Admin fee / account holder | $1,095 | $4,288-74.5% | $5,665-80.7% | $5,306-79.4% |