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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 | $52,495 | $81,276-35.4% | $155,574-66.3% | $80,925-35.1% |
| Participation rate | 35.6% | 66.2%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 13.35% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $964 | $3,103-68.9% | $4,676-79.4% | $2,756-65.0% |
| Participant deferral / active EE | $1,952 | $3,453-43.5% | $5,629-65.3% | $4,299-54.6% |
| Admin fee / account holder | $2,056 | $7,993-74.3% | $15,914-87.1% | $6,940-70.4% |