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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 | $37,430 | $81,358-54.0% | $155,556-75.9% | $80,959-53.8% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 11.85% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $492 | $3,106-84.1% | $4,675-89.5% | $2,757-82.1% |
| Participant deferral / active EE | $3,003 | $3,455-13.1% | $5,631-46.7% | $4,300-30.2% |
| Admin fee / account holder | $4,885 | $7,994-38.9% | $15,885-69.2% | $6,925-29.5% |