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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 | $77,814-55.6% | $158,223-78.2% | $86,983-60.3% |
| Participation rate | 54.8% | 68.4%-13.7pp | 79.2%-24.4pp | 69.5%-14.8pp |
| Annual return | 14.11% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $888 | $2,592-65.7% | $4,109-78.4% | $2,584-65.6% |
| Participant deferral / active EE | $2,926 | $3,270-10.5% | $5,467-46.5% | $4,194-30.2% |
| Admin fee / account holder | $1,729 | $5,879-70.6% | $16,047-89.2% | $7,856-78.0% |