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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 | $36,314 | $57,590-36.9% | $86,233-57.9% | $82,448-56.0% |
| Participation rate | 54.4% | 57.9%-3.5pp | 69.0%-14.6pp | 68.1%-13.7pp |
| Annual return | 17.46% | 22.41%-5.0pp | 61.39%-43.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $307 | $1,655-81.4% | $2,504-87.7% | $2,551-87.9% |
| Participant deferral / active EE | $1,474 | $3,080-52.1% | $4,559-67.7% | $4,139-64.4% |
| Admin fee / account holder | $3,701 | $4,730-21.8% | $8,342-55.6% | $7,234-48.8% |