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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 | $95,404-58.7% | $113,397-65.2% | $82,637-52.3% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 12.46% | 19.08%-6.6pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $966 | $2,307-58.1% | $2,977-67.6% | $2,552-62.2% |
| Participant deferral / active EE | $3,291 | $4,220-22.0% | $5,076-35.2% | $4,126-20.2% |
| Admin fee / account holder | $3,481 | $9,168-62.0% | $11,957-70.9% | $7,339-52.6% |