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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 | $40,680 | $84,458-51.8% | $102,184-60.2% | $64,340-36.8% |
| Participation rate | 54.7% | 74.2%-19.5pp | 82.6%-27.9pp | 55.2%-0.5pp |
| Annual return | 16.84% | 45.73%-28.9pp | 31.58%-14.7pp | 24.14%-7.3pp |
| Employer contribution / active EE | $885 | $2,412-63.3% | $3,594-75.4% | $1,862-52.5% |
| Participant deferral / active EE | $3,235 | $6,208-47.9% | $8,309-61.1% | $2,980+8.5% |
| Admin fee / account holder | $1,131 | $2,926-61.3% | $11,609-90.3% | $3,703-69.4% |