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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 | $101,950-62.3% | $125,529-69.4% | $86,983-55.8% |
| Participation rate | 37.5% | 70.2%-32.7pp | 74.7%-37.2pp | 69.5%-32.0pp |
| Annual return | 13.12% | 18.29%-5.2pp | 202.56%-189.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $973 | $2,358-58.7% | $3,058-68.2% | $2,584-62.3% |
| Participant deferral / active EE | $2,516 | $3,862-34.8% | $4,813-47.7% | $4,194-40.0% |
| Admin fee / account holder | $1,268 | $12,791-90.1% | $16,298-92.2% | $7,856-83.9% |