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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 | $35,666 | $58,828-39.4% | $78,002-54.3% | $62,881-43.3% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 7.09% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $689 | $1,672-58.8% | $2,470-72.1% | $2,281-69.8% |
| Participant deferral / active EE | $3,539 | $2,686+31.8% | $3,497+1.2% | $3,203+10.5% |
| Admin fee / account holder | $4,199 | $4,393-4.4% | $5,481-23.4% | $4,296-2.3% |