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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 | $35,946 | $81,358-55.8% | $155,556-76.9% | $80,959-55.6% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 14.45% | 33.39%-18.9pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $786 | $3,106-74.7% | $4,675-83.2% | $2,757-71.5% |
| Participant deferral / active EE | $2,179 | $3,455-36.9% | $5,631-61.3% | $4,300-49.3% |
| Admin fee / account holder | $3,675 | $7,994-54.0% | $15,885-76.9% | $6,925-46.9% |