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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 | $35,638 | $58,726-39.3% | $92,239-61.4% | $62,293-42.8% |
| Participation rate | 34.5% | 68.3%-33.8pp | 76.5%-41.9pp | 69.5%-35.0pp |
| Annual return | 18.10% | 43.62%-25.5pp | 176.29%-158.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $892 | $2,392-62.7% | $3,680-75.8% | $2,042-56.3% |
| Participant deferral / active EE | $1,450 | $2,766-47.6% | $3,897-62.8% | $3,169-54.3% |
| Admin fee / account holder | $388 | $556-30.2% | $5,194-92.5% | $479-19.0% |