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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 | $36,450 | $108,825-66.5% | $156,181-76.7% | $82,448-55.8% |
| Participation rate | 53.6% | 72.4%-18.8pp | 78.8%-25.3pp | 68.1%-14.5pp |
| Annual return | 19.09% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $980 | $2,870-65.9% | $4,294-77.2% | $2,551-61.6% |
| Participant deferral / active EE | $3,000 | $4,577-34.5% | $6,132-51.1% | $4,139-27.5% |
| Admin fee / account holder | $1,950 | $9,341-79.1% | $14,586-86.6% | $7,234-73.0% |