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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 | $37,416 | $80,332-53.4% | $107,187-65.1% | $64,097-41.6% |
| Participation rate | 24.8% | 54.4%-29.6pp | 75.0%-50.2pp | 55.2%-30.4pp |
| Annual return | 21.85% | 24.26%-2.4pp | 204.55%-182.7pp | 34.64%-12.8pp |
| Employer contribution / active EE | $599 | $2,501-76.0% | $3,782-84.1% | $1,891-68.3% |
| Participant deferral / active EE | $1,891 | $3,109-39.2% | $5,096-62.9% | $3,080-38.6% |
| Admin fee / account holder | $2,035 | $4,314-52.8% | $9,162-77.8% | $3,454-41.1% |