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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 | $39,427 | $95,453-58.7% | $112,040-64.8% | $82,448-52.2% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 12.46% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $966 | $2,318-58.3% | $2,954-67.3% | $2,551-62.1% |
| Participant deferral / active EE | $3,291 | $4,224-22.1% | $5,098-35.4% | $4,139-20.5% |
| Admin fee / account holder | $3,481 | $9,013-61.4% | $12,098-71.2% | $7,234-51.9% |