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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 | $38,388 | $57,140-32.8% | $85,240-55.0% | $80,959-52.6% |
| Participation rate | 27.9% | 56.4%-28.5pp | 67.5%-39.7pp | 67.7%-39.8pp |
| Annual return | 13.94% | 21.71%-7.8pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $776 | $1,802-57.0% | $2,735-71.6% | $2,757-71.9% |
| Participant deferral / active EE | $1,865 | $3,115-40.1% | $4,527-58.8% | $4,300-56.6% |
| Admin fee / account holder | $5,519 | $4,992+10.6% | $6,165-10.5% | $6,925-20.3% |