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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 | $35,172 | $75,541-53.4% | $152,093-76.9% | $82,637-57.4% |
| Participation rate | 59.6% | 66.5%-6.9pp | 77.8%-18.1pp | 68.1%-8.4pp |
| Annual return | 18.87% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $870 | $2,622-66.8% | $4,175-79.2% | $2,552-65.9% |
| Participant deferral / active EE | $1,764 | $3,206-45.0% | $5,451-67.7% | $4,126-57.3% |
| Admin fee / account holder | $4,932 | $6,405-23.0% | $14,497-66.0% | $7,339-32.8% |