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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 | $38,059 | $79,894-52.4% | $135,792-72.0% | $82,637-53.9% |
| Participation rate | 59.5% | 63.0%-3.5pp | 72.6%-13.1pp | 68.1%-8.6pp |
| Annual return | 24.91% | 17.20%+7.7pp | 25.96%-1.1pp | 53.51%-28.6pp |
| Employer contribution / active EE | $771 | $2,165-64.4% | $3,496-77.9% | $2,552-69.8% |
| Participant deferral / active EE | $2,105 | $3,194-34.1% | $4,759-55.8% | $4,126-49.0% |
| Admin fee / account holder | $5,180 | $6,434-19.5% | $12,266-57.8% | $7,339-29.4% |