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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 | $35,709 | $45,626-21.7% | $94,105-62.1% | $64,097-44.3% |
| Participation rate | 39.7% | 48.0%-8.4pp | 71.9%-32.3pp | 55.2%-15.5pp |
| Annual return | 14.78% | 28.23%-13.5pp | 204.55%-189.8pp | 34.64%-19.9pp |
| Employer contribution / active EE | $817 | $1,171-30.2% | $2,504-67.4% | $1,891-56.8% |
| Participant deferral / active EE | $2,557 | $2,128+20.2% | $3,881-34.1% | $3,080-17.0% |
| Admin fee / account holder | $2,020 | $2,872-29.7% | $6,199-67.4% | $3,454-41.5% |