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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 | $35,588 | $76,834-53.7% | $108,359-67.2% | $87,485-59.3% |
| Participation rate | 53.5% | 61.7%-8.2pp | 70.1%-16.6pp | 68.9%-15.4pp |
| Annual return | 16.08% | 19.09%-3.0pp | 36.89%-20.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $982 | $1,556-36.9% | $2,399-59.1% | $2,596-62.2% |
| Participant deferral / active EE | $2,292 | $3,100-26.1% | $4,137-44.6% | $4,274-46.4% |
| Admin fee / account holder | $754 | $6,537-88.5% | $9,741-92.3% | $7,775-90.3% |