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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 | $33,306 | $107,733-69.1% | $92,985-64.2% | $154,746-78.5% |
| Participation rate | 37.5% | 74.6%-37.1pp | 69.5%-32.0pp | 80.7%-43.2pp |
| Annual return | 15.48% | 30.39%-14.9pp | 27.99%-12.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $585 | $3,126-81.3% | $2,662-78.0% | $4,379-86.7% |
| Participant deferral / active EE | $2,439 | $5,053-51.7% | $4,377-44.3% | $6,730-63.8% |
| Admin fee / account holder | $8,061 | $11,369-29.1% | $9,463-14.8% | $14,365-43.9% |