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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 | $35,713 | $56,054-36.3% | $171,082-79.1% | $62,881-43.2% |
| Participation rate | 62.5% | 62.9%-0.4pp | 76.7%-14.2pp | 69.3%-6.8pp |
| Annual return | 6.16% | 22.52%-16.4pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $965 | $1,731-44.2% | $4,002-75.9% | $2,281-57.7% |
| Participant deferral / active EE | $2,074 | $3,158-34.3% | $4,797-56.8% | $3,203-35.2% |
| Admin fee / account holder | $1,903 | $3,647-47.8% | $8,520-77.7% | $4,296-55.7% |