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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 | $76,407-54.0% | $150,298-76.6% | $82,448-57.3% |
| Participation rate | 59.6% | 66.4%-6.7pp | 77.8%-18.1pp | 68.1%-8.4pp |
| Annual return | 18.87% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $870 | $2,614-66.7% | $4,154-79.0% | $2,551-65.9% |
| Participant deferral / active EE | $1,764 | $3,214-45.1% | $5,453-67.7% | $4,139-57.4% |
| Admin fee / account holder | $4,932 | $6,352-22.4% | $14,116-65.1% | $7,234-31.8% |