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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 | $36,939 | $77,814-52.5% | $158,223-76.7% | $86,983-57.5% |
| Participation rate | 43.4% | 68.4%-25.0pp | 79.2%-35.8pp | 69.5%-26.2pp |
| Annual return | 13.72% | 30.54%-16.8pp | 52.09%-38.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $855 | $2,592-67.0% | $4,109-79.2% | $2,584-66.9% |
| Participant deferral / active EE | $2,449 | $3,270-25.1% | $5,467-55.2% | $4,194-41.6% |
| Admin fee / account holder | $493 | $5,879-91.6% | $16,047-96.9% | $7,856-93.7% |