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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 | $37,127 | $44,746-17.0% | $88,179-57.9% | $64,097-42.1% |
| Participation rate | 28.0% | 39.8%-11.8pp | 69.1%-41.1pp | 55.2%-27.2pp |
| Annual return | 21.49% | 24.70%-3.2pp | 64.97%-43.5pp | 34.64%-13.2pp |
| Employer contribution / active EE | $728 | $1,078-32.5% | $2,549-71.4% | $1,891-61.5% |
| Participant deferral / active EE | $1,508 | $2,072-27.2% | $4,614-67.3% | $3,080-51.0% |
| Admin fee / account holder | $2,803 | $3,437-18.5% | $7,673-63.5% | $3,454-18.9% |