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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 | $51,106 | $76,407-33.1% | $150,298-66.0% | $82,448-38.0% |
| Participation rate | 33.8% | 66.4%-32.6pp | 77.8%-44.0pp | 68.1%-34.3pp |
| Annual return | 34.79% | 39.99%-5.2pp | 62.79%-28.0pp | 41.64%-6.9pp |
| Employer contribution / active EE | $323 | $2,614-87.7% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $1,979 | $3,214-38.4% | $5,453-63.7% | $4,139-52.2% |
| Admin fee / account holder | $567 | $6,352-91.1% | $14,116-96.0% | $7,234-92.2% |