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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 | $63,833 | $77,358-17.5% | $102,184-37.5% | $87,485-27.0% |
| Participation rate | 48.7% | 78.7%-30.0pp | 82.6%-33.9pp | 68.9%-20.2pp |
| Annual return | 32.75% | 41.11%-8.4pp | 31.58%+1.2pp | 26.06%+6.7pp |
| Employer contribution / active EE | $1,026 | $2,562-59.9% | $3,594-71.4% | $2,596-60.5% |
| Participant deferral / active EE | $3,219 | $6,753-52.3% | $8,309-61.3% | $4,274-24.7% |
| Admin fee / account holder | $2,111 | $6,809-69.0% | $11,609-81.8% | $7,775-72.8% |