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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 | $32,955 | $107,733-69.4% | $92,985-64.6% | $154,746-78.7% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 8.48% | 30.39%-21.9pp | 27.99%-19.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $802 | $3,126-74.3% | $2,662-69.9% | $4,379-81.7% |
| Participant deferral / active EE | $1,456 | $5,053-71.2% | $4,377-66.7% | $6,730-78.4% |
| Admin fee / account holder | $4,404 | $11,369-61.3% | $9,463-53.5% | $14,365-69.3% |