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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 | $56,305 | $73,978-23.9% | $96,515-41.7% | $75,173-25.1% |
| Participation rate | 38.3% | 66.4%-28.1pp | 74.3%-36.0pp | 67.2%-28.9pp |
| Annual return | 21.74% | 26.72%-5.0pp | 35.73%-14.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $908 | $2,931-69.0% | $3,740-75.7% | $2,671-66.0% |
| Participant deferral / active EE | $2,958 | $3,660-19.2% | $4,880-39.4% | $4,126-28.3% |
| Admin fee / account holder | $363 | $5,219-93.0% | $6,735-94.6% | $5,651-93.6% |