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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 | $42,820 | $122,962-65.2% | $71,585-40.2% | $138,895-69.2% |
| Participation rate | 36.4% | 68.9%-32.5pp | 68.2%-31.8pp | 79.9%-43.6pp |
| Annual return | 16.95% | 37.84%-20.9pp | 59.26%-42.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $603 | $2,620-77.0% | $1,669-63.9% | $4,194-85.6% |
| Participant deferral / active EE | $2,163 | $4,311-49.8% | $2,923-26.0% | $6,396-66.2% |
| Admin fee / account holder | $584 | $6,488-91.0% | $4,712-87.6% | $12,562-95.3% |