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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 | $35,692 | $46,877-23.9% | $122,354-70.8% | $70,126-49.1% |
| Participation rate | 51.1% | 58.2%-7.1pp | 71.6%-20.6pp | 69.5%-18.5pp |
| Annual return | 13.88% | 24.22%-10.3pp | 30.28%-16.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $310 | $1,288-76.0% | $4,051-92.4% | $2,343-86.8% |
| Participant deferral / active EE | $1,809 | $2,167-16.5% | $3,287-45.0% | $3,332-45.7% |
| Admin fee / account holder | $3,237 | $3,324-2.6% | $5,479-40.9% | $4,645-30.3% |