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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 | $32,787 | $107,733-69.6% | $92,985-64.7% | $154,746-78.8% |
| Participation rate | 36.4% | 74.6%-38.2pp | 69.5%-33.1pp | 80.7%-44.3pp |
| Annual return | 10.99% | 30.39%-19.4pp | 27.99%-17.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $873 | $3,126-72.1% | $2,662-67.2% | $4,379-80.1% |
| Participant deferral / active EE | $3,145 | $5,053-37.8% | $4,377-28.1% | $6,730-53.3% |
| Admin fee / account holder | $10,551 | $11,369-7.2% | $9,463+11.5% | $14,365-26.6% |