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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 | $87,150 | $106,524-18.2% | $152,301-42.8% | $87,485-0.4% |
| Participation rate | 43.7% | 75.8%-32.1pp | 82.4%-38.8pp | 68.9%-25.3pp |
| Annual return | 14.33% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $803 | $3,371-76.2% | $4,624-82.6% | $2,596-69.1% |
| Participant deferral / active EE | $3,831 | $6,525-41.3% | $8,004-52.1% | $4,274-10.3% |
| Admin fee / account holder | $3,023 | $8,287-63.5% | $14,398-79.0% | $7,775-61.1% |