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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 | $58,756 | $76,551-23.2% | $123,894-52.6% | $62,881-6.6% |
| Participation rate | 37.7% | 73.0%-35.3pp | 81.4%-43.7pp | 69.3%-31.6pp |
| Annual return | 8.03% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $465 | $2,882-83.9% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $4,384 | $4,840-9.4% | $5,984-26.7% | $3,203+36.9% |
| Admin fee / account holder | $1,657 | $4,826-65.7% | $8,357-80.2% | $4,296-61.4% |