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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 | $35,643 | $53,774-33.7% | $134,162-73.4% | $79,856-55.4% |
| Participation rate | 56.9% | 58.8%-1.8pp | 72.2%-15.2pp | 69.6%-12.7pp |
| Annual return | 16.46% | 19.01%-2.5pp | 36.35%-19.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $454 | $1,322-65.6% | $3,705-87.7% | $2,471-81.6% |
| Participant deferral / active EE | $3,231 | $2,420+33.5% | $3,500-7.7% | $3,741-13.6% |
| Admin fee / account holder | $1,605 | $3,985-59.7% | $6,685-76.0% | $5,306-69.7% |