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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 | $44,112 | $76,367-42.2% | $93,614-52.9% | $72,983-39.6% |
| Participation rate | 42.9% | 71.7%-28.9pp | 75.8%-33.0pp | 69.5%-26.6pp |
| Annual return | 21.28% | 25.82%-4.5pp | 32.76%-11.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $808 | $2,275-64.5% | $2,718-70.3% | $2,440-66.9% |
| Participant deferral / active EE | $1,750 | $3,538-50.5% | $4,069-57.0% | $3,608-51.5% |
| Admin fee / account holder | $5,194 | $6,838-24.0% | $7,889-34.2% | $5,124+1.4% |