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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 | $34,538 | $78,690-56.1% | $161,489-78.6% | $87,485-60.5% |
| Participation rate | 54.8% | 67.5%-12.7pp | 78.7%-23.9pp | 68.9%-14.2pp |
| Annual return | 14.11% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $888 | $2,588-65.7% | $4,268-79.2% | $2,596-65.8% |
| Participant deferral / active EE | $2,926 | $3,311-11.6% | $5,630-48.0% | $4,274-31.5% |
| Admin fee / account holder | $1,729 | $6,724-74.3% | $16,006-89.2% | $7,775-77.8% |