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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 | $43,216 | $106,749-59.5% | $145,433-70.3% | $82,448-47.6% |
| Participation rate | 57.4% | 75.6%-18.2pp | 82.1%-24.7pp | 68.1%-10.6pp |
| Annual return | 18.45% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $710 | $3,444-79.4% | $4,554-84.4% | $2,551-72.2% |
| Participant deferral / active EE | $3,814 | $6,519-41.5% | $7,897-51.7% | $4,139-7.9% |
| Admin fee / account holder | $3,499 | $8,390-58.3% | $13,129-73.3% | $7,234-51.6% |