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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 | $37,816 | $112,729-66.5% | $98,716-61.7% | $137,256-72.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 22.60% | 38.48%-15.9pp | 31.81%-9.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $680 | $2,725-75.0% | $2,279-70.2% | $4,156-83.6% |
| Participant deferral / active EE | $2,443 | $4,640-47.3% | $4,048-39.6% | $6,407-61.9% |
| Admin fee / account holder | $2,218 | $10,129-78.1% | $8,703-74.5% | $12,270-81.9% |