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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 | $33,913 | $49,249-31.1% | $70,476-51.9% | $79,852-57.5% |
| Participation rate | 63.3% | 69.2%-5.9pp | 75.1%-11.8pp | 69.6%-6.3pp |
| Annual return | 17.32% | 30.09%-12.8pp | 109.12%-91.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $532 | $2,100-74.7% | $2,738-80.6% | $2,471-78.5% |
| Participant deferral / active EE | $1,291 | $2,769-53.4% | $3,710-65.2% | $3,740-65.5% |
| Admin fee / account holder | $1,398 | $2,878-51.4% | $3,847-63.7% | $5,306-73.7% |