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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 | $36,223 | $72,027-49.7% | $185,861-80.5% | $79,856-54.6% |
| Participation rate | 23.3% | 65.8%-42.4pp | 78.0%-54.7pp | 69.6%-46.3pp |
| Annual return | 14.57% | 23.13%-8.6pp | 35.96%-21.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $451 | $1,965-77.1% | $4,088-89.0% | $2,471-81.8% |
| Participant deferral / active EE | $1,720 | $3,780-54.5% | $5,634-69.5% | $3,741-54.0% |
| Admin fee / account holder | $2,400 | $4,513-46.8% | $9,503-74.8% | $5,306-54.8% |