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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 | $38,873 | $94,436-58.8% | $115,599-66.4% | $82,637-53.0% |
| Participation rate | 39.2% | 70.4%-31.2pp | 74.3%-35.1pp | 68.1%-28.9pp |
| Annual return | 14.33% | 18.37%-4.0pp | 111.10%-96.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,357 | $2,324-41.6% | $2,955-54.1% | $2,552-46.8% |
| Participant deferral / active EE | $2,803 | $3,955-29.1% | $4,889-42.7% | $4,126-32.1% |
| Admin fee / account holder | $5,606 | $10,328-45.7% | $12,841-56.3% | $7,339-23.6% |