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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 | $34,046 | $64,359-47.1% | $90,161-62.2% | $70,126-51.5% |
| Participation rate | 46.7% | 70.4%-23.8pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 17.02% | 28.13%-11.1pp | 34.89%-17.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $588 | $2,046-71.3% | $3,318-82.3% | $2,343-74.9% |
| Participant deferral / active EE | $2,426 | $4,389-44.7% | $5,287-54.1% | $3,332-27.2% |
| Admin fee / account holder | $6,388 | $3,945+61.9% | $5,943+7.5% | $4,645+37.5% |