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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 | $33,913 | $74,535-54.5% | $100,712-66.3% | $82,637-59.0% |
| Participation rate | 52.9% | 61.2%-8.2pp | 69.3%-16.3pp | 68.1%-15.1pp |
| Annual return | 14.93% | 18.92%-4.0pp | 33.27%-18.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $848 | $1,503-43.5% | $2,313-63.3% | $2,552-66.8% |
| Participant deferral / active EE | $2,848 | $3,074-7.3% | $4,085-30.3% | $4,126-31.0% |
| Admin fee / account holder | $1,252 | $6,576-81.0% | $9,256-86.5% | $7,339-82.9% |