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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 | $38,425 | $94,031-59.1% | $115,768-66.8% | $82,448-53.4% |
| Participation rate | 37.5% | 70.4%-32.9pp | 74.4%-36.9pp | 68.1%-30.6pp |
| Annual return | 13.12% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $973 | $2,323-58.1% | $2,940-66.9% | $2,551-61.8% |
| Participant deferral / active EE | $2,516 | $3,972-36.6% | $4,917-48.8% | $4,139-39.2% |
| Admin fee / account holder | $1,268 | $10,249-87.6% | $12,439-89.8% | $7,234-82.5% |