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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 | $37,038 | $114,013-67.5% | $103,693-64.3% | $155,188-76.1% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-25.0pp | 80.8%-33.2pp |
| Annual return | 17.21% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,202 | $3,131-61.6% | $2,920-58.8% | $4,248-71.7% |
| Participant deferral / active EE | $3,078 | $4,970-38.1% | $4,579-32.8% | $6,531-52.9% |
| Admin fee / account holder | $665 | $8,407-92.1% | $7,858-91.5% | $14,480-95.4% |