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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 | $35,859 | $106,524-66.3% | $152,301-76.5% | $87,485-59.0% |
| Participation rate | 49.5% | 75.8%-26.3pp | 82.4%-33.0pp | 68.9%-19.5pp |
| Annual return | 24.84% | 26.89%-2.0pp | 80.50%-55.7pp | 26.06%-1.2pp |
| Employer contribution / active EE | $899 | $3,371-73.3% | $4,624-80.6% | $2,596-65.4% |
| Participant deferral / active EE | $3,269 | $6,525-49.9% | $8,004-59.2% | $4,274-23.5% |
| Admin fee / account holder | $1,197 | $8,287-85.5% | $14,398-91.7% | $7,775-84.6% |