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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 | $35,878 | $90,400-60.3% | $186,193-80.7% | $87,485-59.0% |
| Participation rate | 36.0% | 66.2%-30.2pp | 77.1%-41.1pp | 68.9%-32.9pp |
| Annual return | 17.16% | 22.15%-5.0pp | 78.03%-60.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $738 | $2,170-66.0% | $3,918-81.2% | $2,596-71.6% |
| Participant deferral / active EE | $5,933 | $4,330+37.0% | $6,513-8.9% | $4,274+38.8% |
| Admin fee / account holder | $2,802 | $8,673-67.7% | $11,058-74.7% | $7,775-64.0% |