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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 | $64,021 | $94,439-32.2% | $73,658-13.1% | $154,746-58.6% |
| Participation rate | 28.6% | 64.7%-36.1pp | 57.0%-28.5pp | 80.7%-52.1pp |
| Annual return | 17.45% | 28.25%-10.8pp | 29.72%-12.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $412 | $1,257-67.2% | $1,032-60.0% | $4,379-90.6% |
| Participant deferral / active EE | $3,432 | $2,527+35.8% | $2,062+66.4% | $6,730-49.0% |
| Admin fee / account holder | $356 | $3,843-90.7% | $3,357-89.4% | $14,365-97.5% |