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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 | $37,068 | $59,804-38.0% | $81,982-54.8% | $79,856-53.6% |
| Participation rate | 43.8% | 61.6%-17.9pp | 69.3%-25.5pp | 69.6%-25.9pp |
| Annual return | 25.09% | 17.56%+7.5pp | 41.31%-16.2pp | 31.71%-6.6pp |
| Employer contribution / active EE | $750 | $1,713-56.2% | $2,498-70.0% | $2,471-69.7% |
| Participant deferral / active EE | $1,775 | $2,695-34.1% | $3,722-52.3% | $3,741-52.5% |
| Admin fee / account holder | $3,698 | $4,288-13.8% | $5,665-34.7% | $5,306-30.3% |