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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 | $42,353 | $62,672-32.4% | $185,117-77.1% | $70,126-39.6% |
| Participation rate | 37.5% | 63.8%-26.3pp | 77.3%-39.8pp | 69.5%-32.0pp |
| Annual return | 18.41% | 40.79%-22.4pp | 40.50%-22.1pp | 73.15%-54.7pp |
| Employer contribution / active EE | $889 | $1,753-49.3% | $4,182-78.7% | $2,343-62.0% |
| Participant deferral / active EE | $2,493 | $3,272-23.8% | $5,045-50.6% | $3,332-25.2% |
| Admin fee / account holder | $404 | $3,932-89.7% | $8,159-95.0% | $4,645-91.3% |