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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 | $35,859 | $73,955-51.5% | $96,520-62.8% | $75,181-52.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 17.24% | 26.72%-9.5pp | 35.72%-18.5pp | 160.69%-143.4pp |
| Employer contribution / active EE | $773 | $2,930-73.6% | $3,739-79.3% | $2,671-71.1% |
| Participant deferral / active EE | $3,156 | $3,659-13.8% | $4,879-35.3% | $4,126-23.5% |
| Admin fee / account holder | $1,142 | $5,217-78.1% | $6,733-83.0% | $5,650-79.8% |