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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 | $38,215 | $91,198-58.1% | $178,503-78.6% | $79,856-52.1% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.1pp | 69.6%-31.8pp |
| Annual return | 16.86% | 24.20%-7.3pp | 151.12%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $897 | $3,257-72.5% | $5,011-82.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,368 | $3,237-26.8% | $5,202-54.5% | $3,741-36.7% |
| Admin fee / account holder | $748 | $6,748-88.9% | $13,987-94.6% | $5,306-85.9% |