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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 | $37,326 | $65,364-42.9% | $92,909-59.8% | $72,975-48.9% |
| Participation rate | 30.8% | 68.3%-37.5pp | 76.0%-45.2pp | 69.5%-38.7pp |
| Annual return | 22.28% | 42.11%-19.8pp | 109.44%-87.2pp | 81.01%-58.7pp |
| Employer contribution / active EE | $987 | $2,594-62.0% | $3,653-73.0% | $2,440-59.6% |
| Participant deferral / active EE | $2,790 | $3,128-10.8% | $4,238-34.2% | $3,608-22.7% |
| Admin fee / account holder | $1,921 | $4,251-54.8% | $5,795-66.8% | $5,124-62.5% |