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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 | $37,216 | $57,140-34.9% | $85,240-56.3% | $80,959-54.0% |
| Participation rate | 22.4% | 56.4%-34.0pp | 67.5%-45.1pp | 67.7%-45.3pp |
| Annual return | 18.08% | 21.71%-3.6pp | 66.75%-48.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $939 | $1,802-47.9% | $2,735-65.7% | $2,757-65.9% |
| Participant deferral / active EE | $3,029 | $3,115-2.8% | $4,527-33.1% | $4,300-29.6% |
| Admin fee / account holder | $2,032 | $4,992-59.3% | $6,165-67.0% | $6,925-70.7% |