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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 | $37,814 | $95,453-60.4% | $112,040-66.2% | $82,448-54.1% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.5%-34.6pp | 68.1%-26.1pp |
| Annual return | 18.00% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $753 | $2,318-67.5% | $2,954-74.5% | $2,551-70.5% |
| Participant deferral / active EE | $2,364 | $4,224-44.0% | $5,098-53.6% | $4,139-42.9% |
| Admin fee / account holder | $339 | $9,013-96.2% | $12,098-97.2% | $7,234-95.3% |