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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 | $57,637 | $81,947-29.7% | $105,387-45.3% | $72,976-21.0% |
| Participation rate | 48.6% | 76.5%-28.0pp | 82.6%-34.0pp | 69.5%-20.9pp |
| Annual return | 25.82% | 42.90%-17.1pp | 26.82%-1.0pp | 81.02%-55.2pp |
| Employer contribution / active EE | $994 | $3,468-71.3% | $4,213-76.4% | $2,440-59.3% |
| Participant deferral / active EE | $3,444 | $4,494-23.4% | $5,502-37.4% | $3,608-4.5% |
| Admin fee / account holder | $971 | $6,258-84.5% | $6,559-85.2% | $5,124-81.0% |