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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 | $55,863 | $69,590-19.7% | $136,867-59.2% | $94,015-40.6% |
| Participation rate | 41.9% | 66.3%-24.4pp | 74.5%-32.6pp | 70.8%-28.9pp |
| Annual return | 11.88% | 19.62%-7.7pp | 42.97%-31.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $484 | $2,396-79.8% | $3,547-86.4% | $2,790-82.7% |
| Participant deferral / active EE | $1,434 | $3,437-58.3% | $4,924-70.9% | $4,249-66.3% |
| Admin fee / account holder | $2,541 | $8,912-71.5% | $10,340-75.4% | $8,951-71.6% |