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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 | $41,740 | $43,075-3.1% | $74,577-44.0% | $62,881-33.6% |
| Participation rate | 24.4% | 58.1%-33.6pp | 68.1%-43.7pp | 69.3%-44.9pp |
| Annual return | 15.78% | 17.50%-1.7pp | 20.47%-4.7pp | 20.14%-4.4pp |
| Employer contribution / active EE | $625 | $1,498-58.2% | $2,525-75.2% | $2,281-72.6% |
| Participant deferral / active EE | $1,571 | $2,389-34.3% | $3,458-54.6% | $3,203-51.0% |
| Admin fee / account holder | $541 | $2,840-80.9% | $4,138-86.9% | $4,296-87.4% |