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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 | $33,803 | $86,949-61.1% | $102,460-67.0% | $80,959-58.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.7%-10.8pp |
| Annual return | 15.27% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $791 | $2,370-66.6% | $3,025-73.8% | $2,757-71.3% |
| Participant deferral / active EE | $2,341 | $4,121-43.2% | $5,056-53.7% | $4,300-45.6% |
| Admin fee / account holder | $2,377 | $8,048-70.5% | $9,460-74.9% | $6,925-65.7% |