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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 | $39,279 | $77,569-49.4% | $115,599-66.0% | $64,097-38.7% |
| Participation rate | 26.9% | 60.7%-33.8pp | 74.3%-47.4pp | 55.2%-28.3pp |
| Annual return | 26.42% | 18.52%+7.9pp | 111.10%-84.7pp | 34.64%-8.2pp |
| Employer contribution / active EE | $913 | $1,915-52.3% | $2,955-69.1% | $1,891-51.7% |
| Participant deferral / active EE | $1,851 | $3,327-44.4% | $4,889-62.1% | $3,080-39.9% |
| Admin fee / account holder | $2,053 | $4,470-54.1% | $12,841-84.0% | $3,454-40.6% |