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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 | $35,338 | $45,343-22.1% | $150,298-76.5% | $67,986-48.0% |
| Participation rate | 25.0% | 51.9%-26.9pp | 77.8%-52.8pp | 57.2%-32.2pp |
| Annual return | 18.15% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $364 | $1,462-75.1% | $4,154-91.2% | $2,019-82.0% |
| Participant deferral / active EE | $860 | $2,055-58.2% | $5,453-84.2% | $3,358-74.4% |
| Admin fee / account holder | $2,264 | $2,250+0.6% | $14,116-84.0% | $3,203-29.3% |