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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 | $97,550-59.6% | $120,344-67.2% | $87,485-54.9% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.7%-20.5pp | 68.9%-12.7pp |
| Annual return | 12.46% | 18.41%-6.0pp | 20.30%-7.8pp | 26.06%-13.6pp |
| Employer contribution / active EE | $966 | $2,291-57.8% | $3,020-68.0% | $2,596-62.8% |
| Participant deferral / active EE | $3,291 | $4,230-22.2% | $5,135-35.9% | $4,274-23.0% |
| Admin fee / account holder | $3,481 | $9,543-63.5% | $12,742-72.7% | $7,775-55.2% |