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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 | $39,236 | $46,877-16.3% | $122,354-67.9% | $70,126-44.0% |
| Participation rate | 22.2% | 58.2%-36.0pp | 71.6%-49.4pp | 69.5%-47.3pp |
| Annual return | 18.10% | 24.22%-6.1pp | 30.28%-12.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $255 | $1,288-80.2% | $4,051-93.7% | $2,343-89.1% |
| Participant deferral / active EE | $2,830 | $2,167+30.6% | $3,287-13.9% | $3,332-15.1% |
| Admin fee / account holder | $7,375 | $3,324+121.9% | $5,479+34.6% | $4,645+58.7% |