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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 | $33,612 | $79,894-57.9% | $135,792-75.2% | $82,637-59.3% |
| Participation rate | 33.8% | 63.0%-29.2pp | 72.6%-38.8pp | 68.1%-34.3pp |
| Annual return | 13.15% | 17.20%-4.1pp | 25.96%-12.8pp | 53.51%-40.4pp |
| Employer contribution / active EE | $751 | $2,165-65.3% | $3,496-78.5% | $2,552-70.6% |
| Participant deferral / active EE | $1,156 | $3,194-63.8% | $4,759-75.7% | $4,126-72.0% |
| Admin fee / account holder | $5,686 | $6,434-11.6% | $12,266-53.6% | $7,339-22.5% |