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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 | $29,616 | $81,358-63.6% | $155,556-81.0% | $80,959-63.4% |
| Participation rate | 46.9% | 66.3%-19.3pp | 78.2%-31.3pp | 67.7%-20.7pp |
| Annual return | 17.57% | 33.39%-15.8pp | 64.84%-47.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $957 | $3,106-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $4,297 | $3,455+24.4% | $5,631-23.7% | $4,300-0.1% |
| Admin fee / account holder | $834 | $7,994-89.6% | $15,885-94.8% | $6,925-88.0% |