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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 | $35,850 | $58,851-39.1% | $115,170-68.9% | $72,983-50.9% |
| Participation rate | 49.2% | 65.5%-16.4pp | 75.9%-26.7pp | 69.5%-20.3pp |
| Annual return | 19.33% | 23.16%-3.8pp | 35.60%-16.3pp | 81.01%-61.7pp |
| Employer contribution / active EE | $601 | $1,798-66.6% | $3,179-81.1% | $2,440-75.4% |
| Participant deferral / active EE | $1,072 | $2,643-59.4% | $4,169-74.3% | $3,608-70.3% |
| Admin fee / account holder | $2,250 | $6,370-64.7% | $7,089-68.3% | $5,124-56.1% |