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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 | $39,517 | $57,590-31.4% | $86,233-54.2% | $82,448-52.1% |
| Participation rate | 37.0% | 57.9%-20.8pp | 69.0%-32.0pp | 68.1%-31.0pp |
| Annual return | 16.67% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $786 | $1,655-52.5% | $2,504-68.6% | $2,551-69.2% |
| Participant deferral / active EE | $2,212 | $3,080-28.2% | $4,559-51.5% | $4,139-46.6% |
| Admin fee / account holder | $2,152 | $4,730-54.5% | $8,342-74.2% | $7,234-70.3% |