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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 | $49,239-19.4% | $70,462-43.7% | $79,858-50.3% |
| Participation rate | 39.3% | 69.2%-29.9pp | 75.1%-35.8pp | 69.6%-30.3pp |
| Annual return | 14.16% | 30.08%-15.9pp | 109.08%-94.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $658 | $2,100-68.7% | $2,737-75.9% | $2,471-73.4% |
| Participant deferral / active EE | $3,286 | $2,769+18.6% | $3,710-11.4% | $3,740-12.2% |
| Admin fee / account holder | $912 | $2,876-68.3% | $3,845-76.3% | $5,306-82.8% |