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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 | $44,078 | $77,460-43.1% | $100,378-56.1% | $80,925-45.5% |
| Participation rate | 60.9% | 76.9%-16.1pp | 81.5%-20.6pp | 67.7%-6.8pp |
| Annual return | 12.87% | 37.24%-24.4pp | 49.41%-36.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $833 | $2,801-70.3% | $3,942-78.9% | $2,756-69.8% |
| Participant deferral / active EE | $5,476 | $6,818-19.7% | $8,087-32.3% | $4,299+27.4% |
| Admin fee / account holder | $610 | $5,887-89.6% | $7,899-92.3% | $6,940-91.2% |