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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 | $58,687 | $76,407-23.2% | $150,298-61.0% | $82,448-28.8% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 22.14% | 39.99%-17.9pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $947 | $2,614-63.8% | $4,154-77.2% | $2,551-62.9% |
| Participant deferral / active EE | $3,829 | $3,214+19.1% | $5,453-29.8% | $4,139-7.5% |
| Admin fee / account holder | $2,051 | $6,352-67.7% | $14,116-85.5% | $7,234-71.7% |