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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 | $37,153 | $75,541-50.8% | $152,093-75.6% | $82,637-55.0% |
| Participation rate | 34.0% | 66.5%-32.5pp | 77.8%-43.7pp | 68.1%-34.0pp |
| Annual return | 17.09% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $744 | $2,622-71.6% | $4,175-82.2% | $2,552-70.9% |
| Participant deferral / active EE | $1,741 | $3,206-45.7% | $5,451-68.1% | $4,126-57.8% |
| Admin fee / account holder | $1,036 | $6,405-83.8% | $14,497-92.9% | $7,339-85.9% |