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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 | $32,942 | $81,403-59.5% | $147,027-77.6% | $87,485-62.3% |
| Participation rate | 44.0% | 63.4%-19.4pp | 73.7%-29.7pp | 68.9%-24.9pp |
| Annual return | 12.07% | 16.51%-4.4pp | 20.23%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $963 | $2,205-56.3% | $3,626-73.4% | $2,596-62.9% |
| Participant deferral / active EE | $1,566 | $3,315-52.8% | $4,933-68.3% | $4,274-63.4% |
| Admin fee / account holder | $4,957 | $6,755-26.6% | $12,223-59.4% | $7,775-36.2% |