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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 | $38,319 | $53,128-27.9% | $86,582-55.7% | $70,126-45.4% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 16.97% | 27.66%-10.7pp | 965.08%-948.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $891 | $2,068-56.9% | $2,839-68.6% | $2,343-62.0% |
| Participant deferral / active EE | $2,197 | $2,695-18.5% | $3,609-39.1% | $3,332-34.0% |
| Admin fee / account holder | $1,754 | $3,584-51.1% | $4,904-64.2% | $4,645-62.2% |