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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 | $32,091 | $106,749-69.9% | $145,433-77.9% | $82,448-61.1% |
| Participation rate | 49.2% | 75.6%-26.5pp | 82.1%-33.0pp | 68.1%-18.9pp |
| Annual return | 23.35% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $789 | $3,444-77.1% | $4,554-82.7% | $2,551-69.1% |
| Participant deferral / active EE | $3,971 | $6,519-39.1% | $7,897-49.7% | $4,139-4.1% |
| Admin fee / account holder | $2,485 | $8,390-70.4% | $13,129-81.1% | $7,234-65.6% |