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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 | $36,559 | $73,978-50.6% | $96,515-62.1% | $75,173-51.4% |
| Participation rate | 47.9% | 66.4%-18.6pp | 74.3%-26.5pp | 67.2%-19.3pp |
| Annual return | 20.56% | 26.72%-6.2pp | 35.73%-15.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $878 | $2,931-70.1% | $3,740-76.5% | $2,671-67.1% |
| Participant deferral / active EE | $2,938 | $3,660-19.7% | $4,880-39.8% | $4,126-28.8% |
| Admin fee / account holder | $1,387 | $5,219-73.4% | $6,735-79.4% | $5,651-75.5% |