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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 | $36,963 | $93,598-60.5% | $135,974-72.8% | $75,173-50.8% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 22.99% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $898 | $3,538-74.6% | $4,859-81.5% | $2,671-66.4% |
| Participant deferral / active EE | $3,402 | $6,405-46.9% | $7,760-56.2% | $4,126-17.6% |
| Admin fee / account holder | $2,368 | $6,978-66.1% | $10,767-78.0% | $5,651-58.1% |