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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 | $37,376 | $54,541-31.5% | $78,778-52.6% | $70,126-46.7% |
| Participation rate | 47.1% | 60.8%-13.7pp | 69.2%-22.1pp | 69.5%-22.5pp |
| Annual return | 15.33% | 21.07%-5.7pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $360 | $1,089-67.0% | $1,986-81.9% | $2,343-84.6% |
| Participant deferral / active EE | $1,743 | $2,210-21.2% | $2,958-41.1% | $3,332-47.7% |
| Admin fee / account holder | $1,432 | $3,709-61.4% | $5,134-72.1% | $4,645-69.2% |