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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 | $59,335 | $62,672-5.3% | $185,117-67.9% | $70,126-15.4% |
| Participation rate | 40.7% | 63.8%-23.1pp | 77.3%-36.6pp | 69.5%-28.8pp |
| Annual return | 18.19% | 40.79%-22.6pp | 40.50%-22.3pp | 73.15%-55.0pp |
| Employer contribution / active EE | $510 | $1,753-70.9% | $4,182-87.8% | $2,343-78.2% |
| Participant deferral / active EE | $1,826 | $3,272-44.2% | $5,045-63.8% | $3,332-45.2% |
| Admin fee / account holder | $3,827 | $3,932-2.7% | $8,159-53.1% | $4,645-17.6% |