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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 | $45,183 | $57,590-21.5% | $86,233-47.6% | $82,448-45.2% |
| Participation rate | 40.4% | 57.9%-17.4pp | 69.0%-28.6pp | 68.1%-27.6pp |
| Annual return | 16.56% | 22.41%-5.9pp | 61.39%-44.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $711 | $1,655-57.1% | $2,504-71.6% | $2,551-72.1% |
| Participant deferral / active EE | $2,883 | $3,080-6.4% | $4,559-36.8% | $4,139-30.3% |
| Admin fee / account holder | $1,776 | $4,730-62.5% | $8,342-78.7% | $7,234-75.5% |