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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 | $36,508 | $51,638-29.3% | $68,368-46.6% | $82,448-55.7% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 16.99% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $474 | $2,047-76.8% | $2,649-82.1% | $2,551-81.4% |
| Participant deferral / active EE | $3,029 | $2,914+4.0% | $4,123-26.5% | $4,139-26.8% |
| Admin fee / account holder | $356 | $4,643-92.3% | $5,150-93.1% | $7,234-95.1% |