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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 | $38,920 | $54,541-28.6% | $78,778-50.6% | $70,124-44.5% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 16.77% | 21.07%-4.3pp | 35.62%-18.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $657 | $1,089-39.7% | $1,986-66.9% | $2,342-72.0% |
| Participant deferral / active EE | $1,482 | $2,210-32.9% | $2,958-49.9% | $3,332-55.5% |
| Admin fee / account holder | $860 | $3,709-76.8% | $5,134-83.2% | $4,645-81.5% |