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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 | $44,497 | $76,371-41.7% | $93,621-52.5% | $72,975-39.0% |
| Participation rate | 64.9% | 71.8%-6.9pp | 75.8%-11.0pp | 69.5%-4.6pp |
| Annual return | 22.30% | 25.82%-3.5pp | 32.76%-10.5pp | 81.01%-58.7pp |
| Employer contribution / active EE | $673 | $2,276-70.4% | $2,719-75.2% | $2,440-72.4% |
| Participant deferral / active EE | $1,951 | $3,538-44.9% | $4,070-52.1% | $3,608-45.9% |
| Admin fee / account holder | $4,212 | $6,839-38.4% | $7,890-46.6% | $5,124-17.8% |