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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 | $36,258 | $45,343-20.0% | $150,298-75.9% | $67,986-46.7% |
| Participation rate | 65.7% | 51.9%+13.9pp | 77.8%-12.0pp | 57.2%+8.5pp |
| Annual return | 14.73% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $455 | $1,462-68.9% | $4,154-89.1% | $2,019-77.5% |
| Participant deferral / active EE | $1,516 | $2,055-26.2% | $5,453-72.2% | $3,358-54.8% |
| Admin fee / account holder | $1,715 | $2,250-23.8% | $14,116-87.8% | $3,203-46.5% |