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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 | $35,609 | $63,365-43.8% | $91,994-61.3% | $72,975-51.2% |
| Participation rate | 52.1% | 72.5%-20.5pp | 78.6%-26.6pp | 69.5%-17.4pp |
| Annual return | 20.05% | 35.35%-15.3pp | 69.04%-49.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $950 | $2,116-55.1% | $3,453-72.5% | $2,440-61.1% |
| Participant deferral / active EE | $3,107 | $4,883-36.4% | $5,924-47.6% | $3,608-13.9% |
| Admin fee / account holder | $8,881 | $4,670+90.2% | $7,744+14.7% | $5,124+73.3% |