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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 | $33,306 | $106,588-68.8% | $94,215-64.6% | $155,188-78.5% |
| Participation rate | 37.5% | 74.3%-36.8pp | 70.0%-32.5pp | 80.8%-43.3pp |
| Annual return | 15.48% | 29.39%-13.9pp | 28.22%-12.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $585 | $3,080-81.0% | $2,675-78.2% | $4,248-86.2% |
| Participant deferral / active EE | $2,439 | $4,802-49.2% | $4,276-43.0% | $6,531-62.7% |
| Admin fee / account holder | $8,061 | $12,281-34.4% | $10,216-21.1% | $14,480-44.3% |