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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 | $38,914 | $88,672-56.1% | $105,223-63.0% | $82,448-52.8% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 20.85% | 30.86%-10.0pp | 180.65%-159.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $861 | $3,048-71.8% | $3,689-76.7% | $2,551-66.3% |
| Participant deferral / active EE | $1,844 | $4,036-54.3% | $5,072-63.6% | $4,139-55.4% |
| Admin fee / account holder | $407 | $7,146-94.3% | $8,859-95.4% | $7,234-94.4% |