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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 | $41,776 | $61,605-32.2% | $112,273-62.8% | $75,173-44.4% |
| Participation rate | 31.3% | 61.7%-30.4pp | 72.4%-41.2pp | 67.2%-36.0pp |
| Annual return | 18.80% | 28.47%-9.7pp | 30.23%-11.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $737 | $2,015-63.4% | $3,431-78.5% | $2,671-72.4% |
| Participant deferral / active EE | $1,931 | $3,108-37.9% | $4,800-59.8% | $4,126-53.2% |
| Admin fee / account holder | $2,920 | $4,862-39.9% | $7,752-62.3% | $5,651-48.3% |