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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 | $63,663 | $101,795-37.5% | $165,100-61.4% | $80,959-21.4% |
| Participation rate | 44.1% | 71.8%-27.7pp | 78.6%-34.5pp | 67.7%-23.6pp |
| Annual return | 12.94% | 16.73%-3.8pp | 70.21%-57.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $970 | $2,954-67.2% | $4,348-77.7% | $2,757-64.8% |
| Participant deferral / active EE | $2,307 | $4,476-48.5% | $6,035-61.8% | $4,300-46.4% |
| Admin fee / account holder | $1,305 | $8,221-84.1% | $12,696-89.7% | $6,925-81.2% |