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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 | $35,564 | $75,541-52.9% | $152,093-76.6% | $82,637-57.0% |
| Participation rate | 45.2% | 66.5%-21.4pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 18.15% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $768 | $2,622-70.7% | $4,175-81.6% | $2,552-69.9% |
| Participant deferral / active EE | $2,810 | $3,206-12.3% | $5,451-48.5% | $4,126-31.9% |
| Admin fee / account holder | $10,003 | $6,405+56.2% | $14,497-31.0% | $7,339+36.3% |