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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 | $35,563 | $108,825-67.3% | $156,181-77.2% | $82,448-56.9% |
| Participation rate | 54.8% | 72.4%-17.6pp | 78.8%-24.1pp | 68.1%-13.3pp |
| Annual return | 13.76% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,299 | $2,870-54.7% | $4,294-69.8% | $2,551-49.1% |
| Participant deferral / active EE | $2,077 | $4,577-54.6% | $6,132-66.1% | $4,139-49.8% |
| Admin fee / account holder | $539 | $9,341-94.2% | $14,586-96.3% | $7,234-92.6% |