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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 | $43,669 | $52,580-16.9% | $71,671-39.1% | $70,126-37.7% |
| Participation rate | 34.8% | 60.9%-26.0pp | 68.7%-33.9pp | 69.5%-34.7pp |
| Annual return | 15.57% | 20.25%-4.7pp | 20.65%-5.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $832 | $1,616-48.5% | $2,460-66.2% | $2,343-64.5% |
| Participant deferral / active EE | $2,456 | $2,386+2.9% | $3,438-28.6% | $3,332-26.3% |
| Admin fee / account holder | $916 | $3,653-74.9% | $5,558-83.5% | $4,645-80.3% |