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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 | $35,240 | $81,331-56.7% | $155,534-77.3% | $80,935-56.5% |
| Participation rate | 58.1% | 66.3%-8.1pp | 78.2%-20.1pp | 67.7%-9.5pp |
| Annual return | 14.05% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $904 | $3,105-70.9% | $4,675-80.7% | $2,757-67.2% |
| Participant deferral / active EE | $2,650 | $3,454-23.3% | $5,630-52.9% | $4,299-38.4% |
| Admin fee / account holder | $988 | $7,999-87.6% | $15,900-93.8% | $6,924-85.7% |