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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 | $38,290 | $51,638-25.8% | $68,368-44.0% | $82,448-53.6% |
| Participation rate | 47.4% | 63.6%-16.2pp | 73.8%-26.4pp | 68.1%-20.7pp |
| Annual return | 15.23% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $905 | $2,047-55.8% | $2,649-65.8% | $2,551-64.5% |
| Participant deferral / active EE | $1,512 | $2,914-48.1% | $4,123-63.3% | $4,139-63.5% |
| Admin fee / account holder | $2,713 | $4,643-41.6% | $5,150-47.3% | $7,234-62.5% |