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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 | $43,568 | $76,551-43.1% | $123,894-64.8% | $62,881-30.7% |
| Participation rate | 58.5% | 73.0%-14.5pp | 81.4%-22.9pp | 69.3%-10.8pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $770 | $2,882-73.3% | $4,617-83.3% | $2,281-66.2% |
| Participant deferral / active EE | $3,346 | $4,840-30.9% | $5,984-44.1% | $3,203+4.5% |
| Admin fee / account holder | $1,925 | $4,826-60.1% | $8,357-77.0% | $4,296-55.2% |