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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 | $82,879-50.9% | $96,576-57.9% | $67,986-40.2% |
| Participation rate | 54.7% | 75.2%-20.5pp | 81.4%-26.7pp | 57.2%-2.5pp |
| Annual return | 16.84% | 36.90%-20.1pp | 38.47%-21.6pp | 31.67%-14.8pp |
| Employer contribution / active EE | $885 | $2,727-67.6% | $3,553-75.1% | $2,019-56.2% |
| Participant deferral / active EE | $3,235 | $6,976-53.6% | $7,956-59.3% | $3,358-3.7% |
| Admin fee / account holder | $1,131 | $2,783-59.4% | $11,381-90.1% | $3,203-64.7% |