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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 | $37,176 | $53,128-30.0% | $86,582-57.1% | $70,126-47.0% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 17.86% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $968 | $2,068-53.2% | $2,839-65.9% | $2,343-58.7% |
| Participant deferral / active EE | $1,527 | $2,695-43.3% | $3,609-57.7% | $3,332-54.2% |
| Admin fee / account holder | $506 | $3,584-85.9% | $4,904-89.7% | $4,645-89.1% |