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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 | $36,332 | $61,605-41.0% | $112,273-67.6% | $75,173-51.7% |
| Participation rate | 50.8% | 61.7%-10.9pp | 72.4%-21.6pp | 67.2%-16.4pp |
| Annual return | 13.18% | 28.47%-15.3pp | 30.23%-17.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $972 | $2,015-51.8% | $3,431-71.7% | $2,671-63.6% |
| Participant deferral / active EE | $1,259 | $3,108-59.5% | $4,800-73.8% | $4,126-69.5% |
| Admin fee / account holder | $4,425 | $4,862-9.0% | $7,752-42.9% | $5,651-21.7% |