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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 | $95,453-56.3% | $112,040-62.8% | $82,448-49.4% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.5%-25.3pp | 68.1%-16.9pp |
| Annual return | 19.92% | 23.92%-4.0pp | 24.52%-4.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $934 | $2,318-59.7% | $2,954-68.4% | $2,551-63.4% |
| Participant deferral / active EE | $2,249 | $4,224-46.7% | $5,098-55.9% | $4,139-45.7% |
| Admin fee / account holder | $2,504 | $9,013-72.2% | $12,098-79.3% | $7,234-65.4% |