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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 | $37,361 | $88,672-57.9% | $105,223-64.5% | $82,448-54.7% |
| Participation rate | 32.3% | 67.9%-35.7pp | 75.0%-42.8pp | 68.1%-35.8pp |
| Annual return | 19.49% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,132 | $3,048-62.9% | $3,689-69.3% | $2,551-55.6% |
| Participant deferral / active EE | $2,821 | $4,036-30.1% | $5,072-44.4% | $4,139-31.8% |
| Admin fee / account holder | $2,535 | $7,146-64.5% | $8,859-71.4% | $7,234-65.0% |