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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 | $37,360 | $75,541-50.5% | $152,093-75.4% | $82,637-54.8% |
| Participation rate | 30.4% | 66.5%-36.2pp | 77.8%-47.4pp | 68.1%-37.7pp |
| Annual return | 13.99% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $667 | $2,622-74.6% | $4,175-84.0% | $2,552-73.9% |
| Participant deferral / active EE | $1,531 | $3,206-52.2% | $5,451-71.9% | $4,126-62.9% |
| Admin fee / account holder | $1,487 | $6,405-76.8% | $14,497-89.7% | $7,339-79.7% |