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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 | $39,692 | $63,314-37.3% | $91,004-56.4% | $62,293-36.3% |
| Participation rate | 64.0% | 73.3%-9.3pp | 75.6%-11.6pp | 69.5%-5.5pp |
| Annual return | 13.84% | 21.00%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $637 | $1,807-64.8% | $2,456-74.1% | $2,042-68.8% |
| Participant deferral / active EE | $3,293 | $2,944+11.9% | $3,548-7.2% | $3,169+3.9% |
| Admin fee / account holder | $556 | $468+19.0% | $5,417-89.7% | $479+16.1% |