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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 | $52,978-32.6% | $116,096-69.2% | $65,306-45.3% |
| Participation rate | 39.7% | 51.6%-12.0pp | 73.3%-33.7pp | 57.7%-18.0pp |
| Annual return | 14.78% | 27.83%-13.1pp | 326.25%-311.5pp | 21.94%-7.2pp |
| Employer contribution / active EE | $817 | $1,182-30.9% | $2,503-67.4% | $1,967-58.5% |
| Participant deferral / active EE | $2,557 | $2,197+16.4% | $3,952-35.3% | $2,959-13.6% |
| Admin fee / account holder | $2,020 | $2,820-28.4% | $7,704-73.8% | $3,480-42.0% |