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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 | $54,272 | $81,487-33.4% | $102,412-47.0% | $80,935-32.9% |
| Participation rate | 32.9% | 66.8%-34.0pp | 74.5%-41.6pp | 67.7%-34.8pp |
| Annual return | 12.64% | 25.60%-13.0pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $971 | $3,103-68.7% | $3,870-74.9% | $2,757-64.8% |
| Participant deferral / active EE | $2,321 | $3,871-40.0% | $5,060-54.1% | $4,299-46.0% |
| Admin fee / account holder | $1,088 | $6,717-83.8% | $8,388-87.0% | $6,924-84.3% |