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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 | $41,274 | $58,493-29.4% | $84,023-50.9% | $72,976-43.4% |
| Participation rate | 43.3% | 61.2%-17.9pp | 69.0%-25.7pp | 69.5%-26.2pp |
| Annual return | 17.01% | 28.93%-11.9pp | 71.32%-54.3pp | 81.02%-64.0pp |
| Employer contribution / active EE | $757 | $1,163-34.9% | $1,984-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $1,770 | $2,394-26.1% | $3,239-45.4% | $3,608-50.9% |
| Admin fee / account holder | $2,675 | $4,569-41.5% | $6,102-56.2% | $5,124-47.8% |