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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 | $42,239 | $108,825-61.2% | $156,181-73.0% | $82,448-48.8% |
| Participation rate | 65.4% | 72.4%-7.0pp | 78.8%-13.4pp | 68.1%-2.7pp |
| Annual return | 16.77% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $921 | $2,870-67.9% | $4,294-78.6% | $2,551-63.9% |
| Participant deferral / active EE | $5,876 | $4,577+28.4% | $6,132-4.2% | $4,139+42.0% |
| Admin fee / account holder | $2,267 | $9,341-75.7% | $14,586-84.5% | $7,234-68.7% |