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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 | $42,450 | $79,961-46.9% | $98,462-56.9% | $75,177-43.5% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.2%-36.3pp | 67.2%-28.3pp |
| Annual return | 15.98% | 19.75%-3.8pp | 21.17%-5.2pp | 160.75%-144.8pp |
| Employer contribution / active EE | $756 | $2,264-66.6% | $3,049-75.2% | $2,671-71.7% |
| Participant deferral / active EE | $2,050 | $3,753-45.4% | $4,738-56.7% | $4,126-50.3% |
| Admin fee / account holder | $4,738 | $6,842-30.8% | $8,875-46.6% | $5,651-16.2% |