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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 | $38,315 | $46,877-18.3% | $122,354-68.7% | $70,126-45.4% |
| Participation rate | 46.0% | 58.2%-12.2pp | 71.6%-25.6pp | 69.5%-23.5pp |
| Annual return | 15.92% | 24.22%-8.3pp | 30.28%-14.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $781 | $1,288-39.4% | $4,051-80.7% | $2,343-66.6% |
| Participant deferral / active EE | $1,421 | $2,167-34.4% | $3,287-56.8% | $3,332-57.3% |
| Admin fee / account holder | $942 | $3,324-71.7% | $5,479-82.8% | $4,645-79.7% |