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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 | $52,351 | $76,834-31.9% | $108,359-51.7% | $87,485-40.2% |
| Participation rate | 31.3% | 61.7%-30.5pp | 70.1%-38.9pp | 68.9%-37.7pp |
| Annual return | 21.72% | 19.09%+2.6pp | 36.89%-15.2pp | 26.06%-4.3pp |
| Employer contribution / active EE | $703 | $1,556-54.8% | $2,399-70.7% | $2,596-72.9% |
| Participant deferral / active EE | $4,631 | $3,100+49.4% | $4,137+11.9% | $4,274+8.4% |
| Admin fee / account holder | $1,180 | $6,537-82.0% | $9,741-87.9% | $7,775-84.8% |