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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 | $59,220 | $78,670-24.7% | $109,173-45.8% | $85,847-31.0% |
| Participation rate | 36.2% | 68.3%-32.1pp | 75.9%-39.7pp | 69.3%-33.1pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.75%-9.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $817 | $2,734-70.1% | $3,723-78.0% | $2,565-68.1% |
| Participant deferral / active EE | $1,684 | $3,467-51.4% | $4,654-63.8% | $3,952-57.4% |
| Admin fee / account holder | $3,727 | $5,469-31.9% | $6,755-44.8% | $6,261-40.5% |