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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 | $33,710 | $81,331-58.6% | $155,534-78.3% | $80,935-58.3% |
| Participation rate | 59.2% | 66.3%-7.1pp | 78.2%-19.0pp | 67.7%-8.5pp |
| Annual return | 12.10% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $508 | $3,105-83.6% | $4,675-89.1% | $2,757-81.6% |
| Participant deferral / active EE | $2,224 | $3,454-35.6% | $5,630-60.5% | $4,299-48.3% |
| Admin fee / account holder | $1,035 | $7,999-87.1% | $15,900-93.5% | $6,924-85.1% |