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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 | $39,689 | $49,249-19.4% | $70,476-43.7% | $79,852-50.3% |
| Participation rate | 39.3% | 69.2%-29.9pp | 75.1%-35.8pp | 69.6%-30.4pp |
| Annual return | 14.16% | 30.09%-15.9pp | 109.12%-95.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $658 | $2,100-68.7% | $2,738-76.0% | $2,471-73.4% |
| Participant deferral / active EE | $3,286 | $2,769+18.7% | $3,710-11.4% | $3,740-12.2% |
| Admin fee / account holder | $912 | $2,878-68.3% | $3,847-76.3% | $5,306-82.8% |