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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 | $37,756 | $93,598-59.7% | $135,974-72.2% | $75,173-49.8% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 20.75% | 30.89%-10.1pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,705 | $3,538-51.8% | $4,859-64.9% | $2,671-36.2% |
| Participant deferral / active EE | $3,262 | $6,405-49.1% | $7,760-58.0% | $4,126-20.9% |
| Admin fee / account holder | $381 | $6,978-94.5% | $10,767-96.5% | $5,651-93.3% |