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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 | $31,055 | $84,953-63.4% | $163,379-81.0% | $82,637-62.4% |
| Participation rate | 57.1% | 65.9%-8.8pp | 76.8%-19.7pp | 68.1%-10.9pp |
| Annual return | 16.11% | 23.07%-7.0pp | 63.41%-47.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $903 | $2,183-58.6% | $3,752-75.9% | $2,552-64.6% |
| Participant deferral / active EE | $2,906 | $4,326-32.8% | $6,282-53.7% | $4,126-29.6% |
| Admin fee / account holder | $1,372 | $7,921-82.7% | $9,818-86.0% | $7,339-81.3% |