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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 | $35,924 | $76,371-53.0% | $93,621-61.6% | $72,975-50.8% |
| Participation rate | 44.8% | 71.8%-26.9pp | 75.8%-31.0pp | 69.5%-24.7pp |
| Annual return | 21.01% | 25.82%-4.8pp | 32.76%-11.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $621 | $2,276-72.7% | $2,719-77.2% | $2,440-74.6% |
| Participant deferral / active EE | $1,661 | $3,538-53.1% | $4,070-59.2% | $3,608-54.0% |
| Admin fee / account holder | $1,882 | $6,839-72.5% | $7,890-76.2% | $5,124-63.3% |