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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 | $38,800 | $95,404-59.3% | $113,397-65.8% | $82,637-53.0% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 12.76% | 19.08%-6.3pp | 23.20%-10.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $969 | $2,307-58.0% | $2,977-67.5% | $2,552-62.0% |
| Participant deferral / active EE | $2,181 | $4,220-48.3% | $5,076-57.0% | $4,126-47.1% |
| Admin fee / account holder | $1,601 | $9,168-82.5% | $11,957-86.6% | $7,339-78.2% |