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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 | $37,545 | $81,358-53.9% | $155,556-75.9% | $80,959-53.6% |
| Participation rate | 40.5% | 66.3%-25.8pp | 78.2%-37.7pp | 67.7%-27.2pp |
| Annual return | 12.36% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $805 | $3,106-74.1% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $2,491 | $3,455-27.9% | $5,631-55.8% | $4,300-42.1% |
| Admin fee / account holder | $4,304 | $7,994-46.2% | $15,885-72.9% | $6,925-37.9% |