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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 | $106,749-66.4% | $145,433-75.3% | $82,448-56.5% |
| Participation rate | 49.5% | 75.6%-26.2pp | 82.1%-32.6pp | 68.1%-18.6pp |
| Annual return | 24.84% | 27.59%-2.7pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $899 | $3,444-73.9% | $4,554-80.3% | $2,551-64.8% |
| Participant deferral / active EE | $3,269 | $6,519-49.9% | $7,897-58.6% | $4,139-21.0% |
| Admin fee / account holder | $1,197 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |