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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 | $41,679 | $104,098-60.0% | $140,514-70.3% | $94,015-55.7% |
| Participation rate | 51.2% | 73.7%-22.5pp | 77.8%-26.6pp | 70.8%-19.6pp |
| Annual return | 19.92% | 15.14%+4.8pp | 14.36%+5.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $934 | $2,388-60.9% | $3,378-72.4% | $2,790-66.5% |
| Participant deferral / active EE | $2,249 | $4,033-44.2% | $4,919-54.3% | $4,249-47.1% |
| Admin fee / account holder | $2,504 | $10,439-76.0% | $13,697-81.7% | $8,951-72.0% |