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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 | $37,085 | $93,598-60.4% | $135,974-72.7% | $75,173-50.7% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 21.90% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $865 | $3,538-75.5% | $4,859-82.2% | $2,671-67.6% |
| Participant deferral / active EE | $2,662 | $6,405-58.4% | $7,760-65.7% | $4,126-35.5% |
| Admin fee / account holder | $805 | $6,978-88.5% | $10,767-92.5% | $5,651-85.8% |