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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 | $32,892 | $88,996-63.0% | $78,004-57.8% | $138,895-76.3% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.4%-21.6pp | 79.9%-32.1pp |
| Annual return | 15.78% | 28.03%-12.3pp | 31.07%-15.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $935 | $2,917-67.9% | $2,469-62.1% | $4,194-77.7% |
| Participant deferral / active EE | $2,834 | $4,724-40.0% | $4,092-30.7% | $6,396-55.7% |
| Admin fee / account holder | $2,967 | $8,807-66.3% | $7,578-60.9% | $12,562-76.4% |