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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 | $36,970 | $101,795-63.7% | $165,100-77.6% | $80,959-54.3% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 13.63% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $891 | $2,954-69.8% | $4,348-79.5% | $2,757-67.7% |
| Participant deferral / active EE | $6,218 | $4,476+38.9% | $6,035+3.0% | $4,300+44.6% |
| Admin fee / account holder | $6,300 | $8,221-23.4% | $12,696-50.4% | $6,925-9.0% |