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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 | $36,191 | $46,877-22.8% | $122,354-70.4% | $70,126-48.4% |
| Participation rate | 54.3% | 58.2%-3.9pp | 71.6%-17.4pp | 69.5%-15.3pp |
| Annual return | 13.23% | 24.22%-11.0pp | 30.28%-17.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $945 | $1,288-26.7% | $4,051-76.7% | $2,343-59.7% |
| Participant deferral / active EE | $1,456 | $2,167-32.8% | $3,287-55.7% | $3,332-56.3% |
| Admin fee / account holder | $511 | $3,324-84.6% | $5,479-90.7% | $4,645-89.0% |