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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 | $35,727 | $64,920-45.0% | $103,693-65.5% | $86,983-58.9% |
| Participation rate | 63.2% | 63.6%-0.4pp | 72.6%-9.5pp | 69.5%-6.4pp |
| Annual return | 16.36% | 30.29%-13.9pp | 47.61%-31.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $908 | $2,141-57.6% | $2,920-68.9% | $2,584-64.9% |
| Participant deferral / active EE | $2,908 | $3,241-10.3% | $4,579-36.5% | $4,194-30.6% |
| Admin fee / account holder | $1,399 | $6,191-77.4% | $7,858-82.2% | $7,856-82.2% |