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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 | $41,802 | $86,940-51.9% | $102,434-59.2% | $80,935-48.4% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $930 | $2,370-60.8% | $3,023-69.2% | $2,757-66.3% |
| Participant deferral / active EE | $2,267 | $4,121-45.0% | $5,055-55.2% | $4,299-47.3% |
| Admin fee / account holder | $829 | $8,047-89.7% | $9,462-91.2% | $6,924-88.0% |