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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 | $54,581 | $81,358-32.9% | $155,556-64.9% | $80,959-32.6% |
| Participation rate | 29.1% | 66.3%-37.2pp | 78.2%-49.1pp | 67.7%-38.6pp |
| Annual return | 14.63% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $935 | $3,106-69.9% | $4,675-80.0% | $2,757-66.1% |
| Participant deferral / active EE | $1,438 | $3,455-58.4% | $5,631-74.5% | $4,300-66.6% |
| Admin fee / account holder | $1,326 | $7,994-83.4% | $15,885-91.7% | $6,925-80.8% |