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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 | $41,463 | $69,273-40.1% | $90,796-54.3% | $82,637-49.8% |
| Participation rate | 29.0% | 64.0%-35.0pp | 69.5%-40.5pp | 68.1%-39.1pp |
| Annual return | 20.59% | 18.37%+2.2pp | 19.29%+1.3pp | 53.51%-32.9pp |
| Employer contribution / active EE | $847 | $1,865-54.6% | $2,294-63.1% | $2,552-66.8% |
| Participant deferral / active EE | $2,214 | $3,047-27.4% | $3,822-42.1% | $4,126-46.3% |
| Admin fee / account holder | $4,606 | $5,511-16.4% | $7,024-34.4% | $7,339-37.2% |