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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 | $94,436-59.3% | $115,599-66.8% | $82,637-53.5% |
| Participation rate | 37.5% | 70.4%-32.9pp | 74.3%-36.8pp | 68.1%-30.6pp |
| Annual return | 13.12% | 18.37%-5.3pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $973 | $2,324-58.1% | $2,955-67.1% | $2,552-61.9% |
| Participant deferral / active EE | $2,516 | $3,955-36.4% | $4,889-48.5% | $4,126-39.0% |
| Admin fee / account holder | $1,268 | $10,328-87.7% | $12,841-90.1% | $7,339-82.7% |