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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 | $39,457 | $75,541-47.8% | $152,093-74.1% | $82,637-52.3% |
| Participation rate | 45.5% | 66.5%-21.1pp | 77.8%-32.3pp | 68.1%-22.6pp |
| Annual return | 17.74% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $824 | $2,622-68.6% | $4,175-80.3% | $2,552-67.7% |
| Participant deferral / active EE | $2,911 | $3,206-9.2% | $5,451-46.6% | $4,126-29.5% |
| Admin fee / account holder | $1,766 | $6,405-72.4% | $14,497-87.8% | $7,339-75.9% |