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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 | $41,007 | $57,119-28.2% | $85,187-51.9% | $80,935-49.3% |
| Participation rate | 36.0% | 56.4%-20.4pp | 67.5%-31.5pp | 67.7%-31.7pp |
| Annual return | 12.40% | 21.70%-9.3pp | 66.67%-54.3pp | 35.66%-23.3pp |
| Employer contribution / active EE | $536 | $1,802-70.2% | $2,732-80.4% | $2,757-80.5% |
| Participant deferral / active EE | $1,644 | $3,115-47.2% | $4,525-63.7% | $4,299-61.8% |
| Admin fee / account holder | $4,255 | $4,990-14.7% | $6,162-30.9% | $6,924-38.5% |