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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 | $39,766 | $86,949-54.3% | $102,460-61.2% | $80,959-50.9% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.7%-20.3pp |
| Annual return | 32.39% | 18.89%+13.5pp | 29.47%+2.9pp | 35.67%-3.3pp |
| Employer contribution / active EE | $968 | $2,370-59.2% | $3,025-68.0% | $2,757-64.9% |
| Participant deferral / active EE | $3,237 | $4,121-21.4% | $5,056-36.0% | $4,300-24.7% |
| Admin fee / account holder | $974 | $8,048-87.9% | $9,460-89.7% | $6,925-85.9% |