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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 | $40,468 | $47,848-15.4% | $81,473-50.3% | $70,126-42.3% |
| Participation rate | 32.0% | 58.3%-26.3pp | 68.0%-36.0pp | 69.5%-37.5pp |
| Annual return | 18.71% | 27.25%-8.5pp | 38.78%-20.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $833 | $1,527-45.5% | $2,568-67.6% | $2,343-64.4% |
| Participant deferral / active EE | $1,080 | $2,453-56.0% | $3,537-69.5% | $3,332-67.6% |
| Admin fee / account holder | $1,198 | $3,145-61.9% | $4,561-73.7% | $4,645-74.2% |