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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 | $36,393 | $85,024-57.2% | $70,544-48.4% | $139,466-73.9% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.4%-22.9pp | 80.3%-34.9pp |
| Annual return | 21.46% | 30.39%-8.9pp | 32.79%-11.3pp | 373.66%-352.2pp |
| Employer contribution / active EE | $868 | $3,912-77.8% | $2,976-70.8% | $4,754-81.7% |
| Participant deferral / active EE | $1,586 | $5,891-73.1% | $4,568-65.3% | $6,712-76.4% |
| Admin fee / account holder | $925 | $8,928-89.6% | $6,427-85.6% | $11,409-91.9% |