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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 | $29,624 | $93,598-68.3% | $135,974-78.2% | $75,173-60.6% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.4pp |
| Annual return | 19.96% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.8pp |
| Employer contribution / active EE | $962 | $3,538-72.8% | $4,859-80.2% | $2,671-64.0% |
| Participant deferral / active EE | $3,184 | $6,405-50.3% | $7,760-59.0% | $4,126-22.8% |
| Admin fee / account holder | $1,223 | $6,978-82.5% | $10,767-88.6% | $5,651-78.4% |